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

TCI 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 Q2	–	Sell	-65	Closed	-$308	–	426
2023 Q1	$308	Sell	65 -1,832	-97%	-$10.8K	﹤0.01%	2283
2022 Q4	$11.7K	Buy	+1,897	New	+$12.2K	﹤0.01%	964
2022 Q2	–	Sell	-631	Closed	-$9K	–	2278
2022 Q1	$9K	Hold	631	–	–	﹤0.01%	1139
2021 Q4	$8K	Buy	631 +84	+15%	+$1.15K	﹤0.01%	1301
2021 Q3	$7K	Buy	547 +204	+59%	+$2.81K	﹤0.01%	1334
2021 Q2	$5K	Hold	343	–	–	﹤0.01%	1407
2021 Q1	$4K	Buy	+343	New	+$4.19K	﹤0.01%	1341
2020 Q4	–	Sell	-354	Closed	-$4K	–	1541
2020 Q3	$4K	Buy	+354	New	+$3.83K	﹤0.01%	818

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

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

TCI Wealth Advisors's BDN Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Brandywine Realty Trust (BDN) in Q2 2023, closing a stake of 65 shares — an estimated $308 sold.

TCI Wealth Advisors first reported a position in BDN in Q3 2020 and held it in 8 quarters. The position peaked at $11.7K in Q4 2022. 245 funds tracked by Wall St. Rank hold BDN as of Q2 2023.

TCI Wealth Advisors reported no remaining Brandywine Realty Trust position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 65 Brandywine Realty Trust shares in Q2 2023, an estimated $308.
TCI Wealth Advisors first reported a position in Brandywine Realty Trust in Q3 2020 and held it in 8 quarters.
TCI Wealth Advisors's Brandywine Realty Trust position peaked at $11.7K in Q4 2022.
245 funds tracked by Wall St. Rank held Brandywine Realty Trust as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.