SW
BDN

Simplicity Wealth’s Brandywine Realty Trust BDN Stock Holding History

Simplicity Wealth’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
2024
Q3 		– Sell
-10,223
Closed -$45.8K – 550
2024
Q2 		$45.8K Sell
10,223
-132
-1% -$601 ﹤0.01% 1206
2024
Q1 		$49.7K Buy
+10,355
New +$48K ﹤0.01% 1146

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Simplicity Wealth's BDN Position: Q3 2024 in Review

Simplicity Wealth sold out of Brandywine Realty Trust (BDN) in Q3 2024, closing a stake of 10,223 shares — an estimated $45.8K sold.

Simplicity Wealth first reported a position in BDN in Q1 2024 and held it in 2 quarters. The position peaked at $49.7K in Q1 2024. 283 funds tracked by Wall St. Rank hold BDN as of Q3 2024.

  • Simplicity Wealth reported no remaining Brandywine Realty Trust position as of Q3 2024 after selling out during the quarter.
  • Simplicity Wealth sold 10,223 Brandywine Realty Trust shares in Q3 2024, an estimated $45.8K.
  • Simplicity Wealth first reported a position in Brandywine Realty Trust in Q1 2024 and held it in 2 quarters.
  • Simplicity Wealth's Brandywine Realty Trust position peaked at $49.7K in Q1 2024.
  • 283 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.