RWA
BDN

River Wealth Advisors’s Brandywine Realty Trust BDN Stock Holding History

River Wealth Advisors’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
2020
Q3 		– Sell
-76,953
Closed -$838K – 201
2020
Q2 		$838K Sell
76,953
-4,091
-5% -$42.1K 0.25% 98
2020
Q1 		$853K Sell
81,044
-6,929
-8% -$97.7K 0.34% 82
2019
Q4 		$1.39M Buy
87,973
+4,284
+5% +$64.7K 0.47% 68
2019
Q3 		$1.27M Buy
83,689
+3,122
+4% +$45.6K 0.48% 68
2019
Q2 		$1.15M Buy
80,567
+2,888
+4% +$44.1K 0.45% 70
2019
Q1 		$1.23M Buy
77,679
+853
+1% +$12.9K 0.52% 66
2018
Q4 		$989K Sell
76,826
-25,048
-25% -$354K 0.44% 71
2018
Q3 		$1.6M Sell
101,874
-504
-0.5% -$8.32K 0.59% 55
2018
Q2 		$1.73M Sell
102,378
-442
-0.4% -$7.09K 0.67% 53
2018
Q1 		$1.63M Buy
102,820
+501
+0.5% +$8.34K 0.69% 56
2017
Q4 		$1.86M Sell
102,319
-2,108
-2% -$37.3K 0.77% 48
2017
Q3 		$1.83M Buy
104,427
+4,880
+5% +$82.9K 0.83% 45
2017
Q2 		$1.75M Buy
99,547
+4,276
+4% +$73.4K 0.81% 44
2017
Q1 		$1.55M Buy
95,271
+8,948
+10% +$146K 0.75% 50
2016
Q4 		$1.43M Buy
86,323
+6,854
+9% +$105K 0.72% 52
2016
Q3 		$1.24M Buy
79,469
+6,111
+8% +$99.6K 0.69% 53
2016
Q2 		$1.23M Buy
73,358
+8,510
+13% +$130K 0.71% 56
2016
Q1 		$910K Buy
64,848
+38,613
+147% +$494K 0.54% 69
2015
Q4 		$358K Buy
26,235
+12,252
+88% +$162K 0.23% 116
2015
Q3 		$172K Sell
13,983
-92
-0.7% -$1.2K 0.12% 134
2015
Q2 		$187K Buy
14,075
+7
+0% +$101 0.12% 134
2015
Q1 		$225K Buy
+14,068
New +$226K 0.14% 133

Other funds holding BDN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

River Wealth Advisors's BDN Position: Q3 2020 in Review

River Wealth Advisors sold out of Brandywine Realty Trust (BDN) in Q3 2020, closing a stake of 76,953 shares — an estimated $838K sold.

River Wealth Advisors first reported a position in BDN in Q1 2015 and held it in 22 quarters. The position peaked at $1.86M in Q4 2017. 229 funds tracked by Wall St. Rank hold BDN as of Q3 2020.

  • River Wealth Advisors reported no remaining Brandywine Realty Trust position as of Q3 2020 after selling out during the quarter.
  • River Wealth Advisors sold 76,953 Brandywine Realty Trust shares in Q3 2020, an estimated $838K.
  • River Wealth Advisors first reported a position in Brandywine Realty Trust in Q1 2015 and held it in 22 quarters.
  • River Wealth Advisors's Brandywine Realty Trust position peaked at $1.86M in Q4 2017.
  • 229 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q3 2020.

Based on River Wealth Advisors's 13F filing for Q3 2020, filed 10 Nov 2020.