MLFP
BDN

MPS Loria Financial Planners’s Brandywine Realty Trust BDN Stock Holding History

MPS Loria Financial Planners’s Portfolio BDN Stock Details BDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-137
Closed -$1K – 144
2021
Q1 		$1K Hold
137
– – ﹤0.01% 473
2020
Q4 		$2K Hold
137
– – ﹤0.01% 448
2020
Q3 		$1K Hold
137
– – ﹤0.01% 303
2020
Q2 		$1K Buy
+137
New +$1.41K ﹤0.01% 310
2017
Q3 		– Sell
-137
Closed -$2K – 105
2017
Q2 		$2K Buy
+137
New +$2.35K ﹤0.01% 355

Other funds holding BDN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

MPS Loria Financial Planners's BDN Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Brandywine Realty Trust (BDN) in Q2 2021, closing a stake of 137 shares — an estimated $1K sold.

MPS Loria Financial Planners first reported a position in BDN in Q2 2017 and held it in 5 quarters. The position peaked at $2K in Q4 2020. 237 funds tracked by Wall St. Rank hold BDN as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Brandywine Realty Trust position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 137 Brandywine Realty Trust shares in Q2 2021, an estimated $1K.
  • MPS Loria Financial Planners first reported a position in Brandywine Realty Trust in Q2 2017 and held it in 5 quarters.
  • MPS Loria Financial Planners's Brandywine Realty Trust position peaked at $2K in Q4 2020.
  • 237 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.