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

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State Street
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PMG
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LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
Charles Schwab
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return