BAAM
PDM

Baker Avenue Asset Management’s Piedmont Realty Trust PDM Stock Holding History

Baker Avenue Asset 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
-53
Closed -$298 – 1173
2023
Q3 		$298 Sell
53
-67
-56% -$460 ﹤0.01% 1565
2023
Q2 		$872 Buy
120
+2
+2% +$13 ﹤0.01% 1225
2023
Q1 		$861 Buy
118
+10
+9% +$92 ﹤0.01% 1236
2022
Q4 		$990 Buy
+108
New +$1.07K ﹤0.01% 1104

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

Baker Avenue Asset Management's PDM Position: Q4 2023 in Review

Baker Avenue Asset Management sold out of Piedmont Realty Trust (PDM) in Q4 2023, closing a stake of 53 shares — an estimated $298 sold.

Baker Avenue Asset Management first reported a position in PDM in Q4 2022 and held it in 4 quarters. The position peaked at $990 in Q4 2022. 237 funds tracked by Wall St. Rank hold PDM as of Q4 2023.

  • Baker Avenue Asset Management reported no remaining Piedmont Realty Trust position as of Q4 2023 after selling out during the quarter.
  • Baker Avenue Asset Management sold 53 Piedmont Realty Trust shares in Q4 2023, an estimated $298.
  • Baker Avenue Asset Management first reported a position in Piedmont Realty Trust in Q4 2022 and held it in 4 quarters.
  • Baker Avenue Asset Management's Piedmont Realty Trust position peaked at $990 in Q4 2022.
  • 237 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q4 2023.

Based on Baker Avenue Asset Management's 13F filing for Q4 2023, filed 13 Feb 2024.