CWM
PDM

Cornerstone Wealth Management’s Piedmont Realty Trust PDM Stock Holding History

Cornerstone Wealth Management’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
Q4 		– Sell
-20,899
Closed -$211K – 598
2024
Q3 		$211K Sell
20,899
-16,725
-44% -$149K 0.01% 538
2024
Q2 		$273K Sell
37,624
-11,468
-23% -$79.7K 0.02% 454
2024
Q1 		$345K Sell
49,092
-2,091
-4% -$14K 0.03% 408
2023
Q4 		$364K Hold
51,183
– – 0.03% 383
2023
Q3 		$288K Sell
51,183
-2,000
-4% -$13.7K 0.03% 429
2023
Q2 		$387K Sell
53,183
-1,049
-2% -$6.98K 0.03% 355
2023
Q1 		$396K Buy
+54,232
New +$498K 0.04% 326
2022
Q3 		$563K Sell
53,294
-400
-0.7% -$5.02K 0.06% 231
2022
Q2 		$704K Sell
53,694
-3,482
-6% -$52.4K 0.08% 203
2022
Q1 		$985K Sell
57,176
-850
-1% -$14.9K 0.1% 181
2021
Q4 		$1.07M Sell
58,026
-500
-0.9% -$9.15K 0.1% 179
2021
Q3 		$1.02M Hold
58,526
– – 0.11% 179
2021
Q2 		$1.08M Sell
58,526
-364
-0.6% -$6.77K 0.11% 176
2021
Q1 		$1.02M Sell
58,890
-200
-0.3% -$3.37K 0.12% 168
2020
Q4 		$959K Hold
59,090
– – 0.12% 164
2020
Q3 		$802K Sell
59,090
-200
-0.3% -$3.1K 0.12% 168
2020
Q2 		$985K Hold
59,290
– – 0.16% 132
2020
Q1 		$1.05M Hold
59,290
– – 0.2% 97
2019
Q4 		$1.32M Sell
59,290
-3,526
-6% -$75.9K 0.21% 90
2019
Q3 		$1.31M Sell
62,816
-1,138
-2% -$23K 0.23% 87
2019
Q2 		$1.27M Sell
63,954
-600
-0.9% -$12.4K 0.23% 87
2019
Q1 		$1.9M Sell
64,554
-1,000
-2% -$19.7K 0.23% 110
2018
Q4 		$1.11M Buy
+65,554
New +$1.19M 0.24% 86
2018
Q1 		$1.16M Sell
65,654
-3,460
-5% -$63.9K 0.22% 92
2017
Q4 		$1.33M Buy
69,114
+1,850
+3% +$36.8K 0.25% 83
2017
Q3 		$1.36M Hold
67,264
– – 0.28% 79
2017
Q2 		$1.36M Sell
67,264
-1,339
-2% -$29K 0.3% 71
2017
Q1 		$1.48M Hold
68,603
– – 0.36% 55
2016
Q4 		$1.44M Buy
68,603
+1,200
+2% +$24.2K 0.46% 44
2016
Q3 		$1.43M Buy
+67,403
New +$1.45M 0.53% 34

Other funds holding PDM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
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
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
VC
Vision Capital Toronto, Ontario, Canada $309M AUM 10.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Cornerstone Wealth Management's PDM Position: Q4 2024 in Review

Cornerstone Wealth Management sold out of Piedmont Realty Trust (PDM) in Q4 2024, closing a stake of 20,899 shares — an estimated $211K sold.

Cornerstone Wealth Management first reported a position in PDM in Q3 2016 and held it in 30 quarters. The position peaked at $1.9M in Q1 2019. 255 funds tracked by Wall St. Rank hold PDM as of Q4 2024.

  • Cornerstone Wealth Management reported no remaining Piedmont Realty Trust position as of Q4 2024 after selling out during the quarter.
  • Cornerstone Wealth Management sold 20,899 Piedmont Realty Trust shares in Q4 2024, an estimated $211K.
  • Cornerstone Wealth Management first reported a position in Piedmont Realty Trust in Q3 2016 and held it in 30 quarters.
  • Cornerstone Wealth Management's Piedmont Realty Trust position peaked at $1.9M in Q1 2019.
  • 255 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q4 2024.

Based on Cornerstone Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.