Certified Advisory Corp’s Piedmont Realty Trust PDM Stock Holding History

Certified Advisory Corp’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
2021 Q2	–	Sell	-260	Closed	-$5K	–	575
2021 Q1	$5K	Buy	+260	New	+$4.39K	﹤0.01%	674
2020 Q2	$4K	Hold	260	–	–	﹤0.01%	654
2020 Q1	$5K	Hold	260	–	–	﹤0.01%	615
2019 Q4	$6K	Hold	260	–	–	﹤0.01%	646
2019 Q3	$5K	Hold	260	–	–	﹤0.01%	675
2019 Q2	$5K	Buy	+260	New	+$5.37K	﹤0.01%	686

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

CIMLRA

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

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

Certified Advisory Corp's PDM Position: Q2 2021 in Review

Certified Advisory Corp sold out of Piedmont Realty Trust (PDM) in Q2 2021, closing a stake of 260 shares — an estimated $5K sold.

Certified Advisory Corp first reported a position in PDM in Q2 2019 and held it in 6 quarters. The position peaked at $6K in Q4 2019. 242 funds tracked by Wall St. Rank hold PDM as of Q2 2021.

Certified Advisory Corp reported no remaining Piedmont Realty Trust position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 260 Piedmont Realty Trust shares in Q2 2021, an estimated $5K.
Certified Advisory Corp first reported a position in Piedmont Realty Trust in Q2 2019 and held it in 6 quarters.
Certified Advisory Corp's Piedmont Realty Trust position peaked at $6K in Q4 2019.
242 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.