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

Sutton 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
2023 Q1	–	Sell	-8,314	Closed	-$51.1K	–	890
2022 Q4	$51.1K	Buy	+8,314	New	+$53.5K	0.02%	386
2022 Q3	–	Sell	-3,417	Closed	-$29.2K	–	1644
2022 Q2	$32.9K	Buy	3,417 +40	+1%	+$451	0.01%	509
2022 Q1	$47.8K	Hold	3,377	–	–	0.02%	418
2021 Q4	$45.3K	Buy	3,377 +51	+2%	+$700	0.02%	447
2021 Q3	$44.6K	Hold	3,326	–	–	0.02%	424
2021 Q2	$45.6K	Hold	3,326	–	–	0.02%	430
2021 Q1	$42.9K	Hold	3,326	–	–	0.02%	432
2020 Q4	$39.6K	Hold	3,326	–	–	0.02%	420
2020 Q3	$34.4K	Buy	+3,326	New	+$36K	0.02%	394
2020 Q2	–	Sell	-248	Closed	-$2.61K	–	1209
2020 Q1	$2.61K	Buy	+248	New	+$3.5K	﹤0.01%	991
2018 Q3	–	Sell	-1,102	Closed	-$18.6K	–	1131
2018 Q2	$18.6K	Hold	1,102	–	–	0.01%	619
2018 Q1	$17.5K	Hold	1,102	–	–	0.01%	623
2017 Q4	$20K	Hold	1,102	–	–	0.01%	556
2017 Q3	$19.3K	Hold	1,102	–	–	0.01%	559
2017 Q2	$19.3K	Hold	1,102	–	–	0.02%	541
2017 Q1	$17.9K	Hold	1,102	–	–	0.02%	554
2016 Q4	$18.2K	Hold	1,102	–	–	0.02%	530
2016 Q3	$17.2K	Hold	1,102	–	–	0.02%	506
2016 Q2	$18.5K	Buy	+1,102	New	+$16.8K	0.02%	465

Other funds holding BDN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sutton Wealth Advisors's BDN Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Brandywine Realty Trust (BDN) in Q1 2023, closing a stake of 8,314 shares — an estimated $51.1K sold.

Sutton Wealth Advisors first reported a position in BDN in Q2 2016 and held it in 19 quarters. The position peaked at $51.1K in Q4 2022. 253 funds tracked by Wall St. Rank hold BDN as of Q1 2023.

Sutton Wealth Advisors reported no remaining Brandywine Realty Trust position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 8,314 Brandywine Realty Trust shares in Q1 2023, an estimated $51.1K.
Sutton Wealth Advisors first reported a position in Brandywine Realty Trust in Q2 2016 and held it in 19 quarters.
Sutton Wealth Advisors's Brandywine Realty Trust position peaked at $51.1K in Q4 2022.
253 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.