GWS
PDM

Glassman Wealth Services’s Piedmont Realty Trust PDM Stock Holding History

Glassman Wealth Services’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
-112
Closed -$814 – 2046
2023
Q2 		$814 Buy
+112
New +$745 ﹤0.01% 1500
2022
Q2 		– Sell
-11
Closed – – 1917
2022
Q1 		$0 Sell
11
-7
-39% -$123 ﹤0.01% 1872
2021
Q4 		$0 Hold
18
– – ﹤0.01% 1836
2021
Q3 		$0 Hold
18
– – ﹤0.01% 1755
2021
Q2 		$0 Buy
+18
New +$335 ﹤0.01% 1591
2020
Q1 		– Sell
-16
Closed – – 1455
2019
Q4 		$0 Buy
+16
New +$345 ﹤0.01% 1407

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return