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
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

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
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Affinity Investment Advisors's PDM Position: Q1 2024 in Review

Affinity Investment Advisors sold out of Piedmont Realty Trust (PDM) in Q1 2024, closing a stake of 27,721 shares — an estimated $197K sold.

Affinity Investment Advisors first reported a position in PDM in Q1 2019 and held it in 20 quarters. The position peaked at $994K in Q4 2021. 237 funds tracked by Wall St. Rank hold PDM as of Q1 2024.

  • Affinity Investment Advisors reported no remaining Piedmont Realty Trust position as of Q1 2024 after selling out during the quarter.
  • Affinity Investment Advisors sold 27,721 Piedmont Realty Trust shares in Q1 2024, an estimated $197K.
  • Affinity Investment Advisors first reported a position in Piedmont Realty Trust in Q1 2019 and held it in 20 quarters.
  • Affinity Investment Advisors's Piedmont Realty Trust position peaked at $994K in Q4 2021.
  • 237 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q1 2024.

Based on Affinity Investment Advisors's 13F filing for Q1 2024, filed 3 May 2024.