FFA
PDM

Founders Financial Alliance’s Piedmont Realty Trust PDM Stock Holding History

Founders Financial Alliance’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
2020
Q4 		– Sell
-76
Closed -$1K – 1007
2020
Q3 		$1K Buy
+76
New +$1.18K ﹤0.01% 1306

Other funds holding PDM

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LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Founders Financial Alliance's PDM Position: Q4 2020 in Review

Founders Financial Alliance sold out of Piedmont Realty Trust (PDM) in Q4 2020, closing a stake of 76 shares — an estimated $1K sold.

Founders Financial Alliance first reported a position in PDM in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 233 funds tracked by Wall St. Rank hold PDM as of Q4 2020.

  • Founders Financial Alliance reported no remaining Piedmont Realty Trust position as of Q4 2020 after selling out during the quarter.
  • Founders Financial Alliance sold 76 Piedmont Realty Trust shares in Q4 2020, an estimated $1K.
  • Founders Financial Alliance first reported a position in Piedmont Realty Trust in Q3 2020 and held it in 1 quarter.
  • Founders Financial Alliance's Piedmont Realty Trust position peaked at $1K in Q3 2020.
  • 233 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q4 2020.

Based on Founders Financial Alliance's 13F filing for Q4 2020, filed 4 Feb 2021.