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AIA
PDM
Affinity Investment Advisors’s
Piedmont Realty Trust
PDM
Stock Holding History
Affinity Investment Advisors’s Portfolio
PDM Stock Details
PDM Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q1
–
Sell
-27,721
Closed
-$197K
–
171
2023
Q4
$197K
Sell
27,721
-20,990
-43%
-$127K
0.13%
174
2023
Q3
$274K
Hold
48,711
–
–
0.18%
164
2023
Q2
$354K
Sell
48,711
-14,116
-22%
-$94K
0.21%
157
2023
Q1
$459K
Hold
62,827
–
–
0.25%
145
2022
Q4
$576K
Buy
62,827
+8,579
+16%
+$84.7K
0.27%
131
2022
Q3
$573K
Buy
54,248
+127
+0.2%
+$1.59K
0.3%
123
2022
Q2
$710K
Hold
54,121
–
–
0.35%
98
2022
Q1
$932K
Buy
54,121
+46
+0.1%
+$808
0.38%
94
2021
Q4
$994K
Buy
54,075
+9,884
+22%
+$181K
0.4%
90
2021
Q3
$770K
Buy
44,191
+72
+0.2%
+$1.31K
0.35%
110
2021
Q2
$815K
Buy
44,119
+8,720
+25%
+$162K
0.37%
100
2021
Q1
$615K
Buy
35,399
+133
+0.4%
+$2.24K
0.23%
123
2020
Q4
$572K
Buy
35,266
+4,752
+16%
+$70K
0.23%
113
2020
Q3
$414K
Hold
30,514
–
–
0.18%
114
2020
Q2
$507K
Buy
30,514
+108
+0.4%
+$1.8K
0.24%
107
2020
Q1
$537K
Buy
30,406
+10,630
+54%
+$229K
0.27%
75
2019
Q4
$440K
Hold
19,776
–
–
0.16%
107
2019
Q3
$413K
Buy
19,776
+167
+0.9%
+$3.37K
0.13%
99
2019
Q2
$391K
Buy
19,609
+14
+0.1%
+$289
0.11%
112
2019
Q1
$409K
Buy
+19,595
New
+$386K
0.08%
102
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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1-Year Est. Return
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N
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$369B AUM
31.66%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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