AWM
PDM

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

Atticus 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
2023
Q4 		– Sell
-1,020
Closed -$5.73K – 593
2023
Q3 		$5.73K Buy
+1,020
New +$7K ﹤0.01% 447

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

Atticus Wealth Management's PDM Position: Q4 2023 in Review

Atticus Wealth Management sold out of Piedmont Realty Trust (PDM) in Q4 2023, closing a stake of 1,020 shares — an estimated $5.73K sold.

Atticus Wealth Management first reported a position in PDM in Q3 2023 and held it in 1 quarter. The position peaked at $5.73K in Q3 2023. 237 funds tracked by Wall St. Rank hold PDM as of Q4 2023.

  • Atticus Wealth Management reported no remaining Piedmont Realty Trust position as of Q4 2023 after selling out during the quarter.
  • Atticus Wealth Management sold 1,020 Piedmont Realty Trust shares in Q4 2023, an estimated $5.73K.
  • Atticus Wealth Management first reported a position in Piedmont Realty Trust in Q3 2023 and held it in 1 quarter.
  • Atticus Wealth Management's Piedmont Realty Trust position peaked at $5.73K in Q3 2023.
  • 237 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q4 2023.

Based on Atticus Wealth Management's 13F filing for Q4 2023, filed 17 Jan 2024.