DWM
PDM

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

Dakota 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
2023
Q4 		– Sell
-12,836
Closed -$72.1K – 697
2023
Q3 		$72.1K Sell
12,836
-640
-5% -$4.39K ﹤0.01% 639
2023
Q2 		$98K Buy
13,476
+405
+3% +$2.7K ﹤0.01% 628
2023
Q1 		$95.4K Sell
13,071
-121
-0.9% -$1.11K 0.01% 606
2022
Q4 		$121K Sell
13,192
-157
-1% -$1.55K 0.01% 575
2022
Q3 		$141K Buy
13,349
+733
+6% +$9.2K 0.01% 533
2022
Q2 		$166K Buy
+12,616
New +$190K 0.02% 462

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
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dakota Wealth Management's PDM Position: Q4 2023 in Review

Dakota Wealth Management sold out of Piedmont Realty Trust (PDM) in Q4 2023, closing a stake of 12,836 shares — an estimated $72.1K sold.

Dakota Wealth Management first reported a position in PDM in Q2 2022 and held it in 6 quarters. The position peaked at $166K in Q2 2022. 237 funds tracked by Wall St. Rank hold PDM as of Q4 2023.

  • Dakota Wealth Management reported no remaining Piedmont Realty Trust position as of Q4 2023 after selling out during the quarter.
  • Dakota Wealth Management sold 12,836 Piedmont Realty Trust shares in Q4 2023, an estimated $72.1K.
  • Dakota Wealth Management first reported a position in Piedmont Realty Trust in Q2 2022 and held it in 6 quarters.
  • Dakota Wealth Management's Piedmont Realty Trust position peaked at $166K in Q2 2022.
  • 237 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q4 2023.

Based on Dakota Wealth Management's 13F filing for Q4 2023, filed 30 Jan 2024.