Dividend Assets Capital’s Piedmont Realty Trust PDM Stock Holding History

Dividend Assets Capital’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 Q1	–	Sell	-1,304	Closed	-$9K	–	308
2023 Q4	$9K	Hold	1,304	–	–	﹤0.01%	387
2023 Q3	$7K	Hold	1,304	–	–	﹤0.01%	408
2023 Q2	$9K	Hold	1,304	–	–	﹤0.01%	418
2023 Q1	$12K	Hold	1,304	–	–	﹤0.01%	424
2022 Q4	$12K	Hold	1,304	–	–	﹤0.01%	424
2022 Q3	$14K	Hold	1,304	–	–	﹤0.01%	421
2022 Q2	$17K	Hold	1,304	–	–	﹤0.01%	414
2022 Q1	$22K	Hold	1,304	–	–	﹤0.01%	377
2021 Q4	$24K	Hold	1,304	–	–	﹤0.01%	361
2021 Q3	$23K	Hold	1,304	–	–	﹤0.01%	363
2021 Q2	$24K	Hold	1,304	–	–	﹤0.01%	372
2021 Q1	$23K	Hold	1,304	–	–	﹤0.01%	375
2020 Q4	$21K	Buy	+1,304	New	+$19.2K	﹤0.01%	373

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

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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

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

WAM

Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

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

Dividend Assets Capital's PDM Position: Q1 2024 in Review

Dividend Assets Capital sold out of Piedmont Realty Trust (PDM) in Q1 2024, closing a stake of 1,304 shares — an estimated $9K sold.

Dividend Assets Capital first reported a position in PDM in Q4 2020 and held it in 13 quarters. The position peaked at $24K in Q4 2021. 237 funds tracked by Wall St. Rank hold PDM as of Q1 2024.

Dividend Assets Capital reported no remaining Piedmont Realty Trust position as of Q1 2024 after selling out during the quarter.
Dividend Assets Capital sold 1,304 Piedmont Realty Trust shares in Q1 2024, an estimated $9K.
Dividend Assets Capital first reported a position in Piedmont Realty Trust in Q4 2020 and held it in 13 quarters.
Dividend Assets Capital's Piedmont Realty Trust position peaked at $24K in Q4 2021.
237 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q1 2024.

Based on Dividend Assets Capital's 13F filing for Q1 2024, filed 15 May 2024.