ACM
PDM

AUA Capital Management’s Piedmont Realty Trust PDM Stock Holding History

AUA Capital 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
Q1 		– Sell
-185
Closed -$1.7K – 266
2022
Q4 		$1.7K Buy
185
+27
+17% +$267 ﹤0.01% 278
2022
Q3 		$2K Buy
158
+62
+65% +$778 ﹤0.01% 270
2022
Q2 		$1K Sell
96
-31
-24% -$467 ﹤0.01% 344
2022
Q1 		$2K Hold
127
– – ﹤0.01% 295
2021
Q4 		$2K Hold
127
– – ﹤0.01% 291
2021
Q3 		$2K Sell
127
-7
-5% -$127 ﹤0.01% 282
2021
Q2 		$2K Hold
134
– – ﹤0.01% 276
2021
Q1 		$2K Buy
134
+13
+11% +$219 ﹤0.01% 280
2020
Q4 		$2K Buy
121
+15
+14% +$221 ﹤0.01% 274
2020
Q3 		$1K Buy
+106
New +$1.64K ﹤0.01% 302

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AUA Capital Management's PDM Position: Q1 2023 in Review

AUA Capital Management sold out of Piedmont Realty Trust (PDM) in Q1 2023, closing a stake of 185 shares — an estimated $1.7K sold.

AUA Capital Management first reported a position in PDM in Q3 2020 and held it in 10 quarters. The position peaked at $2K in Q3 2022. 255 funds tracked by Wall St. Rank hold PDM as of Q1 2023.

  • AUA Capital Management reported no remaining Piedmont Realty Trust position as of Q1 2023 after selling out during the quarter.
  • AUA Capital Management sold 185 Piedmont Realty Trust shares in Q1 2023, an estimated $1.7K.
  • AUA Capital Management first reported a position in Piedmont Realty Trust in Q3 2020 and held it in 10 quarters.
  • AUA Capital Management's Piedmont Realty Trust position peaked at $2K in Q3 2022.
  • 255 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q1 2023.

Based on AUA Capital Management's 13F filing for Q1 2023, filed 20 Apr 2023.