AC
PDM

Anson Capital’s Piedmont Realty Trust PDM Stock Holding History

Anson Capital’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
-27,671
Closed -$156K – 62
2023
Q3 		$156K Sell
27,671
-4,465
-14% -$30.6K 0.3% 57
2023
Q2 		$234K Buy
32,136
+14,840
+86% +$98.8K 0.43% 54
2023
Q1 		$126K Buy
+17,296
New +$159K 0.2% 70

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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Anson Capital's PDM Position: Q4 2023 in Review

Anson Capital sold out of Piedmont Realty Trust (PDM) in Q4 2023, closing a stake of 27,671 shares — an estimated $156K sold.

Anson Capital first reported a position in PDM in Q1 2023 and held it in 3 quarters. The position peaked at $234K in Q2 2023. 237 funds tracked by Wall St. Rank hold PDM as of Q4 2023.

  • Anson Capital reported no remaining Piedmont Realty Trust position as of Q4 2023 after selling out during the quarter.
  • Anson Capital sold 27,671 Piedmont Realty Trust shares in Q4 2023, an estimated $156K.
  • Anson Capital first reported a position in Piedmont Realty Trust in Q1 2023 and held it in 3 quarters.
  • Anson Capital's Piedmont Realty Trust position peaked at $234K in Q2 2023.
  • 237 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q4 2023.

Based on Anson Capital's 13F filing for Q4 2023, filed 13 Feb 2024.