FinTrust Capital Advisors’s Piedmont Realty Trust PDM Stock Holding History

FinTrust Capital Advisors’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 Q3	–	Sell	-102	Closed	-$936	–	1315
2023 Q2	$936	Hold	102	–	–	﹤0.01%	1109
2023 Q1	$936	Hold	102	–	–	﹤0.01%	1102
2022 Q4	$935	Hold	102	–	–	﹤0.01%	1099
2022 Q3	$1K	Sell	102 -544	-84%	-$6.83K	﹤0.01%	1186
2022 Q2	$9K	Hold	646	–	–	﹤0.01%	916
2022 Q1	$11K	Hold	646	–	–	﹤0.01%	923
2021 Q4	$12K	Hold	646	–	–	﹤0.01%	885
2021 Q3	$11K	Hold	646	–	–	﹤0.01%	895
2021 Q2	$12K	Sell	646 -3,998	-86%	-$74.4K	﹤0.01%	889
2021 Q1	$81K	Buy	4,644 +3,970	+589%	+$67K	0.02%	459
2020 Q4	$11K	Sell	674 -2,733	-80%	-$40.2K	﹤0.01%	823
2020 Q3	$46K	Buy	3,407 +544	+19%	+$8.43K	0.01%	503
2020 Q2	$48K	Sell	2,863 -170	-6%	-$2.84K	0.02%	500
2020 Q1	$54K	Buy	3,033 +2,760	+1,011%	+$59.5K	0.03%	411
2019 Q4	$6K	Hold	273	–	–	﹤0.01%	830
2019 Q3	$6K	Buy	+273	New	+$5.51K	﹤0.01%	848
2019 Q2	–	Hold	0	–	–	–	876
2019 Q1	–	Hold	0	–	–	–	1115

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

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

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

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

Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

FinTrust Capital Advisors's PDM Position: Q3 2023 in Review

FinTrust Capital Advisors sold out of Piedmont Realty Trust (PDM) in Q3 2023, closing a stake of 102 shares — an estimated $936 sold.

FinTrust Capital Advisors first reported a position in PDM in Q3 2019 and held it in 16 quarters. The position peaked at $81K in Q1 2021. 240 funds tracked by Wall St. Rank hold PDM as of Q3 2023.

FinTrust Capital Advisors reported no remaining Piedmont Realty Trust position as of Q3 2023 after selling out during the quarter.
FinTrust Capital Advisors sold 102 Piedmont Realty Trust shares in Q3 2023, an estimated $936.
FinTrust Capital Advisors first reported a position in Piedmont Realty Trust in Q3 2019 and held it in 16 quarters.
FinTrust Capital Advisors's Piedmont Realty Trust position peaked at $81K in Q1 2021.
240 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q3 2023.

Based on FinTrust Capital Advisors's 13F filing for Q3 2023, filed 24 Oct 2023.