CPFP
PDM

Clear Perspectives Financial Planning’s Piedmont Realty Trust PDM Stock Holding History

Clear Perspectives Financial Planning’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
2022
Q4 		– Sell
-200
Closed -$2K – 256
2022
Q3 		$2K Hold
200
– – ﹤0.01% 188
2022
Q2 		$3K Hold
200
– – ﹤0.01% 195
2022
Q1 		$3K Hold
200
– – ﹤0.01% 201
2021
Q4 		$4K Hold
200
– – ﹤0.01% 199
2021
Q3 		$3K Buy
+200
New +$3.64K ﹤0.01% 197

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Clear Perspectives Financial Planning's PDM Position: Q4 2022 in Review

Clear Perspectives Financial Planning sold out of Piedmont Realty Trust (PDM) in Q4 2022, closing a stake of 200 shares — an estimated $2K sold.

Clear Perspectives Financial Planning first reported a position in PDM in Q3 2021 and held it in 5 quarters. The position peaked at $4K in Q4 2021. 260 funds tracked by Wall St. Rank hold PDM as of Q4 2022.

  • Clear Perspectives Financial Planning reported no remaining Piedmont Realty Trust position as of Q4 2022 after selling out during the quarter.
  • Clear Perspectives Financial Planning sold 200 Piedmont Realty Trust shares in Q4 2022, an estimated $2K.
  • Clear Perspectives Financial Planning first reported a position in Piedmont Realty Trust in Q3 2021 and held it in 5 quarters.
  • Clear Perspectives Financial Planning's Piedmont Realty Trust position peaked at $4K in Q4 2021.
  • 260 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q4 2022.

Based on Clear Perspectives Financial Planning's 13F filing for Q4 2022, filed 13 Feb 2023.