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

Capital 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
2024
Q1 		– Sell
-12,700
Closed -$90.3K – 653
2023
Q4 		$90.3K Sell
12,700
-12,000
-49% -$72.5K ﹤0.01% 602
2023
Q3 		$139K Buy
24,700
+3,000
+14% +$20.6K ﹤0.01% 567
2023
Q2 		$158K Buy
21,700
+3,300
+18% +$22K ﹤0.01% 521
2023
Q1 		$134K Buy
18,400
+3,415
+23% +$31.3K ﹤0.01% 547
2022
Q4 		$137K Buy
+14,985
New +$148K ﹤0.01% 556

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
Private Management Group
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
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Capital Investment Advisors's PDM Position: Q1 2024 in Review

Capital Investment Advisors sold out of Piedmont Realty Trust (PDM) in Q1 2024, closing a stake of 12,700 shares — an estimated $90.3K sold.

Capital Investment Advisors first reported a position in PDM in Q4 2022 and held it in 5 quarters. The position peaked at $158K in Q2 2023. 237 funds tracked by Wall St. Rank hold PDM as of Q1 2024.

  • Capital Investment Advisors reported no remaining Piedmont Realty Trust position as of Q1 2024 after selling out during the quarter.
  • Capital Investment Advisors sold 12,700 Piedmont Realty Trust shares in Q1 2024, an estimated $90.3K.
  • Capital Investment Advisors first reported a position in Piedmont Realty Trust in Q4 2022 and held it in 5 quarters.
  • Capital Investment Advisors's Piedmont Realty Trust position peaked at $158K in Q2 2023.
  • 237 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q1 2024.

Based on Capital Investment Advisors's 13F filing for Q1 2024, filed 15 Apr 2024.