Advisornet Financial’s Piedmont Realty Trust PDM Stock Holding History

Advisornet Financial’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
2023 Q4	–	Sell	-652	Closed	-$3.66K	–	2472
2023 Q3	$3.66K	Hold	652	–	–	﹤0.01%	1491
2023 Q2	$4.74K	Hold	652	–	–	﹤0.01%	1519
2023 Q1	$4.76K	Hold	652	–	–	﹤0.01%	1503
2022 Q4	$5.98K	Hold	652	–	–	﹤0.01%	1428
2022 Q3	$7K	Hold	652	–	–	﹤0.01%	1435
2022 Q2	$9K	Hold	652	–	–	﹤0.01%	1382
2022 Q1	$11K	Hold	652	–	–	﹤0.01%	1415
2021 Q4	$12K	Hold	652	–	–	﹤0.01%	1437
2021 Q3	$11K	Hold	652	–	–	﹤0.01%	1425
2021 Q2	$12K	Hold	652	–	–	﹤0.01%	1374
2021 Q1	$11K	Hold	652	–	–	﹤0.01%	1347
2020 Q4	$11K	Hold	652	–	–	﹤0.01%	1270
2020 Q3	$9K	Hold	652	–	–	﹤0.01%	1307
2020 Q2	$11K	Hold	652	–	–	﹤0.01%	1287
2020 Q1	$12K	Hold	652	–	–	﹤0.01%	1225
2019 Q4	$15K	Sell	652 -337	-34%	-$7.26K	﹤0.01%	1272
2019 Q3	$21K	Buy	+989	New	+$20K	﹤0.01%	1175
2019 Q1	–	Sell	-1,324	Closed	-$23K	–	1634
2018 Q4	$23K	Buy	+1,324	New	+$24.1K	﹤0.01%	899

Other funds holding PDM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advisornet Financial's PDM Position: Q4 2023 in Review

Advisornet Financial sold out of Piedmont Realty Trust (PDM) in Q4 2023, closing a stake of 652 shares — an estimated $3.66K sold.

Advisornet Financial first reported a position in PDM in Q4 2018 and held it in 18 quarters. The position peaked at $23K in Q4 2018. 237 funds tracked by Wall St. Rank hold PDM as of Q4 2023.

Advisornet Financial reported no remaining Piedmont Realty Trust position as of Q4 2023 after selling out during the quarter.
Advisornet Financial sold 652 Piedmont Realty Trust shares in Q4 2023, an estimated $3.66K.
Advisornet Financial first reported a position in Piedmont Realty Trust in Q4 2018 and held it in 18 quarters.
Advisornet Financial's Piedmont Realty Trust position peaked at $23K in Q4 2018.
237 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q4 2023.

Based on Advisornet Financial's 13F filing for Q4 2023, filed 19 Jan 2024.