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Capital Advisors Ltd’s Piedmont Realty Trust PDM Stock Holding History

Capital Advisors Ltd’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
Q3 		– Sell
-9
Closed – – 1430
2023
Q2 		$0 Sell
9
-108
-92% -$719 ﹤0.01% 1480
2023
Q1 		$1K Buy
+117
New +$1.07K ﹤0.01% 1087

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 $3.38T AUM 44.17% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

Capital Advisors Ltd's PDM Position: Q3 2023 in Review

Capital Advisors Ltd sold out of Piedmont Realty Trust (PDM) in Q3 2023, closing a stake of 9 shares.

Capital Advisors Ltd first reported a position in PDM in Q1 2023 and held it in 2 quarters. The position peaked at $1K in Q1 2023. 240 funds tracked by Wall St. Rank hold PDM as of Q3 2023.

  • Capital Advisors Ltd reported no remaining Piedmont Realty Trust position as of Q3 2023 after selling out during the quarter.
  • Capital Advisors Ltd sold 9 Piedmont Realty Trust shares in Q3 2023.
  • Capital Advisors Ltd first reported a position in Piedmont Realty Trust in Q1 2023 and held it in 2 quarters.
  • Capital Advisors Ltd's Piedmont Realty Trust position peaked at $1K in Q1 2023.
  • 240 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q3 2023.

Based on Capital Advisors Ltd's 13F filing for Q3 2023, filed 27 Oct 2023.