TFO
BDN

Tarbox Family Office’s Brandywine Realty Trust BDN Stock Holding History

Tarbox Family Office’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
Q4 		– Sell
-185
Closed -$2K – 1141
2020
Q3 		$2K Buy
+185
New +$2K ﹤0.01% 720

Other funds holding BDN

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Tarbox Family Office's BDN Position: Q4 2020 in Review

Tarbox Family Office sold out of Brandywine Realty Trust (BDN) in Q4 2020, closing a stake of 185 shares — an estimated $2K sold.

Tarbox Family Office first reported a position in BDN in Q3 2020 and held it in 1 quarter. The position peaked at $2K in Q3 2020. 228 funds tracked by Wall St. Rank hold BDN as of Q4 2020.

  • Tarbox Family Office reported no remaining Brandywine Realty Trust position as of Q4 2020 after selling out during the quarter.
  • Tarbox Family Office sold 185 Brandywine Realty Trust shares in Q4 2020, an estimated $2K.
  • Tarbox Family Office first reported a position in Brandywine Realty Trust in Q3 2020 and held it in 1 quarter.
  • Tarbox Family Office's Brandywine Realty Trust position peaked at $2K in Q3 2020.
  • 228 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q4 2020.

Based on Tarbox Family Office's 13F filing for Q4 2020, filed 27 Jan 2021.