CWM
PDM

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

Campbell 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
2020
Q3 		– Sell
-1,563
Closed -$26K – 269
2020
Q2 		$26K Buy
+1,563
New +$26.1K ﹤0.01% 195

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Campbell Wealth Management's PDM Position: Q3 2020 in Review

Campbell Wealth Management sold out of Piedmont Realty Trust (PDM) in Q3 2020, closing a stake of 1,563 shares — an estimated $26K sold.

Campbell Wealth Management first reported a position in PDM in Q2 2020 and held it in 1 quarter. The position peaked at $26K in Q2 2020. 248 funds tracked by Wall St. Rank hold PDM as of Q3 2020.

  • Campbell Wealth Management reported no remaining Piedmont Realty Trust position as of Q3 2020 after selling out during the quarter.
  • Campbell Wealth Management sold 1,563 Piedmont Realty Trust shares in Q3 2020, an estimated $26K.
  • Campbell Wealth Management first reported a position in Piedmont Realty Trust in Q2 2020 and held it in 1 quarter.
  • Campbell Wealth Management's Piedmont Realty Trust position peaked at $26K in Q2 2020.
  • 248 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q3 2020.

Based on Campbell Wealth Management's 13F filing for Q3 2020, filed 2 Nov 2020.