PTC
BDN

Private Trust Company’s Brandywine Realty Trust BDN Stock Holding History

Private Trust Company’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
2023
Q4 		– Sell
-349
Closed -$1.58K – 2309
2023
Q3 		$1.58K Sell
349
-325
-48% -$1.55K ﹤0.01% 2155
2023
Q2 		$3.13K Buy
674
+458
+212% +$1.87K ﹤0.01% 2011
2023
Q1 		$1.02K Buy
216
+27
+14% +$158 ﹤0.01% 2155
2022
Q4 		$1K Buy
+189
New +$1.22K ﹤0.01% 2070
2014
Q4 		– Sell
-446
Closed -$6K – 386
2014
Q3 		$6K Sell
446
-50
-10% -$775 ﹤0.01% 1242
2014
Q2 		$8K Sell
496
-91
-16% -$1.37K ﹤0.01% 1153
2014
Q1 		$8K Sell
587
-180
-23% -$2.57K ﹤0.01% 1042
2013
Q4 		$11K Hold
767
– – ﹤0.01% 904
2013
Q3 		$10K Hold
767
– – ﹤0.01% 908
2013
Q2 		$10K Buy
+767
New +$11.2K ﹤0.01% 848

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State Street
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Morgan Stanley
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Charles Schwab
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JP Morgan Chase
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return