Concourse Financial Group Securities’s Piedmont Realty Trust PDM Stock Holding History

Concourse Financial Group Securities’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 Q1	–	Sell	-55	Closed	-$505	–	2417
2022 Q4	$515	Hold	55	–	–	﹤0.01%	2229
2022 Q3	$1K	Sell	55 -8	-13%	-$100	﹤0.01%	1914
2022 Q2	$1K	Sell	63 -10	-14%	-$150	﹤0.01%	2128
2022 Q1	$1K	Hold	73	–	–	﹤0.01%	2123
2021 Q4	$1K	Hold	73	–	–	﹤0.01%	2314
2021 Q3	$1K	Hold	73	–	–	﹤0.01%	2340
2021 Q2	$1K	Hold	73	–	–	﹤0.01%	2306
2021 Q1	$1K	Buy	73 +11	+18%	+$186	﹤0.01%	2270
2020 Q4	$1K	Buy	+62	New	+$913	﹤0.01%	2214
2020 Q2	–	Sell	-175	Closed	-$2.92K	–	2208
2020 Q1	$3K	Buy	175 +141	+415%	+$3.04K	﹤0.01%	1808
2019 Q4	$1K	Hold	34	–	–	﹤0.01%	1999
2019 Q3	$1K	Hold	34	–	–	﹤0.01%	1679
2019 Q2	$1K	Hold	34	–	–	﹤0.01%	2123
2019 Q1	$0	Buy	+34	New	+$669	﹤0.01%	2370

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

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 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

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

Concourse Financial Group Securities's PDM Position: Q1 2023 in Review

Concourse Financial Group Securities sold out of Piedmont Realty Trust (PDM) in Q1 2023, closing a stake of 55 shares — an estimated $505 sold.

Concourse Financial Group Securities first reported a position in PDM in Q1 2019 and held it in 14 quarters. The position peaked at $3K in Q1 2020. 255 funds tracked by Wall St. Rank hold PDM as of Q1 2023.

Concourse Financial Group Securities reported no remaining Piedmont Realty Trust position as of Q1 2023 after selling out during the quarter.
Concourse Financial Group Securities sold 55 Piedmont Realty Trust shares in Q1 2023, an estimated $505.
Concourse Financial Group Securities first reported a position in Piedmont Realty Trust in Q1 2019 and held it in 14 quarters.
Concourse Financial Group Securities's Piedmont Realty Trust position peaked at $3K in Q1 2020.
255 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q1 2023.

Based on Concourse Financial Group Securities's 13F filing for Q1 2023, filed 15 May 2023.