CFA
PDM

Compass Financial Advisors’s Piedmont Realty Trust PDM Stock Holding History

Compass Financial 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
2023
Q2 		– Sell
-19,724
Closed -$144K – 66
2023
Q1 		$144K Buy
19,724
+12
+0.1% +$110 0.18% 122
2022
Q4 		$181K Buy
19,712
+10
+0.1% +$99 0.24% 123
2022
Q3 		$208K Buy
19,702
+7
+0% +$88 0.31% 112
2022
Q2 		$258K Sell
19,695
-45
-0.2% -$677 0.35% 98
2022
Q1 		$340K Sell
19,740
-895
-4% -$15.7K 0.38% 93
2021
Q4 		$379K Buy
+20,635
New +$378K 0.42% 79

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
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return

Compass Financial Advisors's PDM Position: Q2 2023 in Review

Compass Financial Advisors sold out of Piedmont Realty Trust (PDM) in Q2 2023, closing a stake of 19,724 shares — an estimated $144K sold.

Compass Financial Advisors first reported a position in PDM in Q4 2021 and held it in 6 quarters. The position peaked at $379K in Q4 2021. 246 funds tracked by Wall St. Rank hold PDM as of Q2 2023.

  • Compass Financial Advisors reported no remaining Piedmont Realty Trust position as of Q2 2023 after selling out during the quarter.
  • Compass Financial Advisors sold 19,724 Piedmont Realty Trust shares in Q2 2023, an estimated $144K.
  • Compass Financial Advisors first reported a position in Piedmont Realty Trust in Q4 2021 and held it in 6 quarters.
  • Compass Financial Advisors's Piedmont Realty Trust position peaked at $379K in Q4 2021.
  • 246 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2023.

Based on Compass Financial Advisors's 13F filing for Q2 2023.