BerganKDV Wealth Management’s Piedmont Realty Trust PDM Stock Holding History

BerganKDV 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
2022 Q2	–	Sell	-1,300	Closed	-$22K	–	1039
2022 Q1	$22K	Hold	1,300	–	–	﹤0.01%	504
2021 Q4	$24K	Hold	1,300	–	–	﹤0.01%	522
2021 Q3	$23K	Hold	1,300	–	–	﹤0.01%	509
2021 Q2	$24K	Hold	1,300	–	–	﹤0.01%	494
2021 Q1	$23K	Hold	1,300	–	–	﹤0.01%	467
2020 Q4	$21K	Hold	1,300	–	–	﹤0.01%	468
2020 Q3	$18K	Hold	1,300	–	–	﹤0.01%	440
2020 Q2	$22K	Hold	1,300	–	–	﹤0.01%	443
2020 Q1	$23K	Hold	1,300	–	–	﹤0.01%	404
2019 Q4	$29K	Hold	1,300	–	–	0.01%	401
2019 Q3	$27K	Buy	+1,300	New	+$26.2K	0.01%	393
2019 Q2	–	Hold	0	–	–	–	395
2019 Q1	–	Hold	0	–	–	–	403
2018 Q4	–	Hold	0	–	–	–	391
2018 Q3	–	Hold	0	–	–	–	401
2018 Q2	–	Hold	0	–	–	–	393

Other funds holding PDM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

HRES

Heitman Real Estate Securities Chicago, Illinois $1.56B AUM 21.81% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BerganKDV Wealth Management's PDM Position: Q2 2022 in Review

BerganKDV Wealth Management sold out of Piedmont Realty Trust (PDM) in Q2 2022, closing a stake of 1,300 shares — an estimated $22K sold.

BerganKDV Wealth Management first reported a position in PDM in Q3 2019 and held it in 11 quarters. The position peaked at $29K in Q4 2019. 250 funds tracked by Wall St. Rank hold PDM as of Q2 2022.

BerganKDV Wealth Management reported no remaining Piedmont Realty Trust position as of Q2 2022 after selling out during the quarter.
BerganKDV Wealth Management sold 1,300 Piedmont Realty Trust shares in Q2 2022, an estimated $22K.
BerganKDV Wealth Management first reported a position in Piedmont Realty Trust in Q3 2019 and held it in 11 quarters.
BerganKDV Wealth Management's Piedmont Realty Trust position peaked at $29K in Q4 2019.
250 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2022.

Based on BerganKDV Wealth Management's 13F filing for Q2 2022, filed 13 Jul 2022.