CAN
PDM

Cetera Advisor Networks’s Piedmont Realty Trust PDM Stock Holding History

Cetera Advisor Networks’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 		$151K Buy
21,485
+275
+1% +$1.84K ﹤0.01% 2641
2023
Q4 		$151K Sell
21,210
-545
-3% -$3.29K ﹤0.01% 2597
2023
Q3 		$122K Buy
21,755
+4,208
+24% +$28.9K ﹤0.01% 2538
2023
Q2 		$128K Sell
17,547
-1,381
-7% -$9.19K ﹤0.01% 2434
2023
Q1 		$138K Sell
18,928
-110
-0.6% -$1.01K ﹤0.01% 2397
2022
Q4 		$175K Sell
19,038
-73
-0.4% -$721 ﹤0.01% 2295
2022
Q3 		$202K Buy
19,111
+220
+1% +$2.76K ﹤0.01% 1859
2022
Q2 		$248K Buy
18,891
+855
+5% +$12.9K ﹤0.01% 1726
2022
Q1 		$311K Buy
18,036
+2,368
+15% +$41.6K ﹤0.01% 1607
2021
Q4 		$288K Buy
15,668
+138
+0.9% +$2.53K ﹤0.01% 1632
2021
Q3 		$271K Buy
15,530
+3,903
+34% +$71.1K ﹤0.01% 1598
2021
Q2 		$215K Buy
+11,627
New +$216K ﹤0.01% 1724
2020
Q3 		– Sell
-6,108
Closed -$101K – 2498
2020
Q2 		$101K Buy
+6,108
New +$102K ﹤0.01% 1508
2017
Q3 		– Sell
-11,693
Closed -$247K – 935
2017
Q2 		$247K Sell
11,693
-1,228
-10% -$26.6K 0.01% 757
2017
Q1 		$277K Buy
12,921
+1,228
+11% +$26.6K 0.01% 723
2016
Q4 		$245K Sell
11,693
-7,289
-38% -$147K 0.01% 721
2016
Q3 		$413K Buy
18,982
+6,589
+53% +$142K 0.02% 639
2016
Q2 		$267K Sell
12,393
-5,812
-32% -$118K 0.02% 666
2016
Q1 		$370K Sell
18,205
-100
-0.5% -$1.86K 0.02% 533
2015
Q4 		$345K Buy
18,305
+8,272
+82% +$158K 0.02% 553
2015
Q3 		$178K Sell
10,033
-8,320
-45% -$149K 0.01% 739
2015
Q2 		$342K Hold
18,353
– – 0.02% 581
2015
Q1 		$342K Buy
18,353
+3,308
+22% +$62.3K 0.02% 585
2014
Q4 		$284K Sell
15,045
-2,626
-15% -$49.4K 0.02% 619
2014
Q3 		$311K Sell
17,671
-3,655
-17% -$70.1K 0.02% 589
2014
Q2 		$404K Sell
21,326
-3,649
-15% -$66.9K 0.03% 525
2014
Q1 		$427K Sell
24,975
-533
-2% -$8.93K 0.03% 491
2013
Q4 		$420K Sell
25,508
-2,732
-10% -$47.3K 0.03% 460
2013
Q3 		$493K Buy
28,240
+4,747
+20% +$84.9K 0.04% 357
2013
Q2 		$420K Buy
+23,493
New +$457K 0.04% 353

Other funds holding PDM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Cetera Advisor Networks's PDM Position: Q1 2024 in Review

Cetera Advisor Networks increased its Piedmont Realty Trust (PDM) stake by 1.3% in Q1 2024, buying an estimated $1.84K and bringing the position to 21,485 shares worth $151K. The position accounts for ﹤0.01% of the portfolio, ranked #2641.

Cetera Advisor Networks first reported a position in PDM in Q2 2013 and has held it in 30 quarters since. The position peaked at $493K in Q3 2013. 237 funds tracked by Wall St. Rank hold PDM as of Q1 2024.

  • Cetera Advisor Networks held 21,485 shares of Piedmont Realty Trust worth $151K as of Q1 2024.
  • Cetera Advisor Networks bought 275 Piedmont Realty Trust shares in Q1 2024, an estimated $1.84K.
  • Piedmont Realty Trust made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2641 holding.
  • Cetera Advisor Networks first reported a position in Piedmont Realty Trust in Q2 2013 and has held it in 30 quarters since.
  • Cetera Advisor Networks's Piedmont Realty Trust position peaked at $493K in Q3 2013.
  • 237 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.