FFG
PDM

Fortem Financial Group’s Piedmont Realty Trust PDM Stock Holding History

Fortem Financial Group’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
Q1 		– Sell
-6,306
Closed -$102K – 363
2020
Q4 		$102K Buy
+6,306
New +$92.8K 0.06% 178
2020
Q3 		– Sell
-28,682
Closed -$476K – 155
2020
Q2 		$476K Buy
+28,682
New +$479K 0.37% 88

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
WMSA
Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return

Fortem Financial Group's PDM Position: Q1 2021 in Review

Fortem Financial Group sold out of Piedmont Realty Trust (PDM) in Q1 2021, closing a stake of 6,306 shares — an estimated $102K sold.

Fortem Financial Group first reported a position in PDM in Q2 2020 and held it in 2 quarters. The position peaked at $476K in Q2 2020. 246 funds tracked by Wall St. Rank hold PDM as of Q1 2021.

  • Fortem Financial Group reported no remaining Piedmont Realty Trust position as of Q1 2021 after selling out during the quarter.
  • Fortem Financial Group sold 6,306 Piedmont Realty Trust shares in Q1 2021, an estimated $102K.
  • Fortem Financial Group first reported a position in Piedmont Realty Trust in Q2 2020 and held it in 2 quarters.
  • Fortem Financial Group's Piedmont Realty Trust position peaked at $476K in Q2 2020.
  • 246 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q1 2021.

Based on Fortem Financial Group's 13F filing for Q1 2021, filed 20 Apr 2021.