AWM
PDM

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

Avior 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
2024
Q2 		– Sell
-28
Closed -$196 – 3298
2024
Q1 		$196 Buy
+28
New +$188 ﹤0.01% 2879
2018
Q1 		– Sell
-109
Closed -$2K – 814
2017
Q4 		$2K Hold
109
– – ﹤0.01% 698
2017
Q3 		$2K Buy
+109
New +$2.22K ﹤0.01% 461
2017
Q1 		– Sell
-81
Closed -$2K – 516
2016
Q4 		$2K Buy
+81
New +$1.63K ﹤0.01% 456

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
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Avior Wealth Management's PDM Position: Q2 2024 in Review

Avior Wealth Management sold out of Piedmont Realty Trust (PDM) in Q2 2024, closing a stake of 28 shares — an estimated $196 sold.

Avior Wealth Management first reported a position in PDM in Q4 2016 and held it in 4 quarters. The position peaked at $2K in Q4 2017. 231 funds tracked by Wall St. Rank hold PDM as of Q2 2024.

  • Avior Wealth Management reported no remaining Piedmont Realty Trust position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 28 Piedmont Realty Trust shares in Q2 2024, an estimated $196.
  • Avior Wealth Management first reported a position in Piedmont Realty Trust in Q4 2016 and held it in 4 quarters.
  • Avior Wealth Management's Piedmont Realty Trust position peaked at $2K in Q4 2017.
  • 231 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.