AWM
PDM

Accel Wealth Management’s Piedmont Realty Trust PDM Stock Holding History

Accel Wealth Management’s Portfolio PDM Stock Details PDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-11,636
Closed -$84.4K – 270
2024
Q2 		$84.4K Hold
11,636
– – 0.03% 239
2024
Q1 		$81.8K Hold
11,636
– – 0.03% 224
2023
Q4 		$82.7K Hold
11,636
– – 0.04% 191
2023
Q3 		$65.4K Buy
+11,636
New +$79.8K 0.04% 166
2023
Q2 		– Sell
-8,636
Closed -$63K – 657
2023
Q1 		$63K Buy
8,636
+315
+4% +$2.89K 0.03% 426
2022
Q4 		$76.3K Hold
8,321
– – 0.04% 282
2022
Q3 		$91K Buy
8,321
+104
+1% +$1.31K 0.05% 263
2022
Q2 		$106K Buy
8,217
+93
+1% +$1.4K 0.06% 226
2022
Q1 		$141K Sell
8,124
-1,755
-18% -$30.8K 0.07% 204
2021
Q4 		$182K Sell
9,879
-500
-5% -$9.15K 0.09% 178
2021
Q3 		$181K Buy
10,379
+67
+0.6% +$1.22K 0.12% 147
2021
Q2 		$190K Sell
10,312
-139
-1% -$2.59K 0.13% 157
2021
Q1 		$182K Buy
10,451
+135
+1% +$2.28K 0.15% 146
2020
Q4 		$167K Buy
+10,316
New +$152K 0.16% 140

Other funds holding PDM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
VC
Vision Capital Toronto, Ontario, Canada $309M AUM 10.92% 1-Year Est. Return

Accel Wealth Management's PDM Position: Q3 2024 in Review

Accel Wealth Management sold out of Piedmont Realty Trust (PDM) in Q3 2024, closing a stake of 11,636 shares — an estimated $84.4K sold.

Accel Wealth Management first reported a position in PDM in Q4 2020 and held it in 14 quarters. The position peaked at $190K in Q2 2021. 244 funds tracked by Wall St. Rank hold PDM as of Q3 2024.

  • Accel Wealth Management reported no remaining Piedmont Realty Trust position as of Q3 2024 after selling out during the quarter.
  • Accel Wealth Management sold 11,636 Piedmont Realty Trust shares in Q3 2024, an estimated $84.4K.
  • Accel Wealth Management first reported a position in Piedmont Realty Trust in Q4 2020 and held it in 14 quarters.
  • Accel Wealth Management's Piedmont Realty Trust position peaked at $190K in Q2 2021.
  • 244 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q3 2024.

Based on Accel Wealth Management's 13F filing for Q3 2024, filed 15 Oct 2024.