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 $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return