FMP
PDM

Financial Management Professionals’s Piedmont Realty Trust PDM Stock Holding History

Financial Management Professionals’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
2021
Q4 		– Sell
-750
Closed -$13K – 1057
2021
Q3 		$13K Buy
+750
New +$13.7K ﹤0.01% 428

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.56B AUM 21.81% 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

Financial Management Professionals's PDM Position: Q4 2021 in Review

Financial Management Professionals sold out of Piedmont Realty Trust (PDM) in Q4 2021, closing a stake of 750 shares — an estimated $13K sold.

Financial Management Professionals first reported a position in PDM in Q3 2021 and held it in 1 quarter. The position peaked at $13K in Q3 2021. 239 funds tracked by Wall St. Rank hold PDM as of Q4 2021.

  • Financial Management Professionals reported no remaining Piedmont Realty Trust position as of Q4 2021 after selling out during the quarter.
  • Financial Management Professionals sold 750 Piedmont Realty Trust shares in Q4 2021, an estimated $13K.
  • Financial Management Professionals first reported a position in Piedmont Realty Trust in Q3 2021 and held it in 1 quarter.
  • Financial Management Professionals's Piedmont Realty Trust position peaked at $13K in Q3 2021.
  • 239 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q4 2021.

Based on Financial Management Professionals's 13F filing for Q4 2021, filed 28 Jan 2022.