City State Bank’s Piedmont Realty Trust PDM Stock Holding History

City State Bank’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 Q2	–	Sell	-661	Closed	-$5K	–	756
2024 Q1	$5K	Buy	+661	New	+$4.43K	﹤0.01%	580

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

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

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

WAM

Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

City State Bank's PDM Position: Q2 2024 in Review

City State Bank sold out of Piedmont Realty Trust (PDM) in Q2 2024, closing a stake of 661 shares — an estimated $5K sold.

City State Bank first reported a position in PDM in Q1 2024 and held it in 1 quarter. The position peaked at $5K in Q1 2024. 231 funds tracked by Wall St. Rank hold PDM as of Q2 2024.

City State Bank reported no remaining Piedmont Realty Trust position as of Q2 2024 after selling out during the quarter.
City State Bank sold 661 Piedmont Realty Trust shares in Q2 2024, an estimated $5K.
City State Bank first reported a position in Piedmont Realty Trust in Q1 2024 and held it in 1 quarter.
City State Bank's Piedmont Realty Trust position peaked at $5K in Q1 2024.
231 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2024.

Based on City State Bank's 13F filing for Q2 2024, filed 8 Jul 2024.