AAS
PDM

Avantax Advisory Services’s Piedmont Realty Trust PDM Stock Holding History

Avantax Advisory Services’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
Q4 		– Sell
-12,615
Closed -$127K – 2254
2024
Q3 		$127K Sell
12,615
-206
-2% -$1.84K ﹤0.01% 2055
2024
Q2 		$93K Buy
+12,821
New +$89.1K ﹤0.01% 2015

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
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
VC
Vision Capital Toronto, Ontario, Canada $309M AUM 10.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Avantax Advisory Services's PDM Position: Q4 2024 in Review

Avantax Advisory Services sold out of Piedmont Realty Trust (PDM) in Q4 2024, closing a stake of 12,615 shares — an estimated $127K sold.

Avantax Advisory Services first reported a position in PDM in Q2 2024 and held it in 2 quarters. The position peaked at $127K in Q3 2024. 255 funds tracked by Wall St. Rank hold PDM as of Q4 2024.

  • Avantax Advisory Services reported no remaining Piedmont Realty Trust position as of Q4 2024 after selling out during the quarter.
  • Avantax Advisory Services sold 12,615 Piedmont Realty Trust shares in Q4 2024, an estimated $127K.
  • Avantax Advisory Services first reported a position in Piedmont Realty Trust in Q2 2024 and held it in 2 quarters.
  • Avantax Advisory Services's Piedmont Realty Trust position peaked at $127K in Q3 2024.
  • 255 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q4 2024.

Based on Avantax Advisory Services's 13F filing for Q4 2024, filed 10 Feb 2025.