GWAG
PDM

Garrett Wealth Advisory Group’s Piedmont Realty Trust PDM Stock Holding History

Garrett Wealth Advisory 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
2019
Q4 		– Sell
-1,448
Closed -$30.2K – 482
2019
Q3 		$30.2K Buy
+1,448
New +$29.2K 0.02% 167

Other funds holding PDM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Garrett Wealth Advisory Group's PDM Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Piedmont Realty Trust (PDM) in Q4 2019, closing a stake of 1,448 shares — an estimated $30.2K sold.

Garrett Wealth Advisory Group first reported a position in PDM in Q3 2019 and held it in 1 quarter. The position peaked at $30.2K in Q3 2019. 254 funds tracked by Wall St. Rank hold PDM as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Piedmont Realty Trust position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 1,448 Piedmont Realty Trust shares in Q4 2019, an estimated $30.2K.
  • Garrett Wealth Advisory Group first reported a position in Piedmont Realty Trust in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Piedmont Realty Trust position peaked at $30.2K in Q3 2019.
  • 254 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.