BIA
PDM

Bell Investment Advisors’s Piedmont Realty Trust PDM Stock Holding History

Bell Investment Advisors’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
-183
Closed -$1.03K – 1971
2023
Q3 		$1.03K Buy
183
+78
+74% +$535 ﹤0.01% 1562
2023
Q2 		$764 Buy
105
+40
+62% +$266 ﹤0.01% 1663
2023
Q1 		$475 Buy
+65
New +$597 ﹤0.01% 1853
2022
Q4 		– Sell
-242
Closed -$3K – 2004
2022
Q3 		$3K Buy
242
+145
+149% +$1.82K ﹤0.01% 964
2022
Q2 		$1K Buy
+97
New +$1.46K ﹤0.01% 1537
2021
Q4 		$1K Hold
61
– – ﹤0.01% 1553
2021
Q3 		$1K Buy
+61
New +$1.11K ﹤0.01% 1513

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

Bell Investment Advisors's PDM Position: Q4 2023 in Review

Bell Investment Advisors sold out of Piedmont Realty Trust (PDM) in Q4 2023, closing a stake of 183 shares — an estimated $1.03K sold.

Bell Investment Advisors first reported a position in PDM in Q3 2021 and held it in 7 quarters. The position peaked at $3K in Q3 2022. 237 funds tracked by Wall St. Rank hold PDM as of Q4 2023.

  • Bell Investment Advisors reported no remaining Piedmont Realty Trust position as of Q4 2023 after selling out during the quarter.
  • Bell Investment Advisors sold 183 Piedmont Realty Trust shares in Q4 2023, an estimated $1.03K.
  • Bell Investment Advisors first reported a position in Piedmont Realty Trust in Q3 2021 and held it in 7 quarters.
  • Bell Investment Advisors's Piedmont Realty Trust position peaked at $3K in Q3 2022.
  • 237 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q4 2023.

Based on Bell Investment Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.