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

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PMG
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LSV Asset Management
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Morgan Stanley
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Charles Schwab
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Geode Capital Management
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Fuller & Thaler Asset Management
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N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return