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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
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
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

Glassman Wealth Services's PDM Position: Q3 2023 in Review

Glassman Wealth Services sold out of Piedmont Realty Trust (PDM) in Q3 2023, closing a stake of 112 shares — an estimated $814 sold.

Glassman Wealth Services first reported a position in PDM in Q4 2019 and held it in 6 quarters. The position peaked at $814 in Q2 2023. 240 funds tracked by Wall St. Rank hold PDM as of Q3 2023.

  • Glassman Wealth Services reported no remaining Piedmont Realty Trust position as of Q3 2023 after selling out during the quarter.
  • Glassman Wealth Services sold 112 Piedmont Realty Trust shares in Q3 2023, an estimated $814.
  • Glassman Wealth Services first reported a position in Piedmont Realty Trust in Q4 2019 and held it in 6 quarters.
  • Glassman Wealth Services's Piedmont Realty Trust position peaked at $814 in Q2 2023.
  • 240 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q3 2023.

Based on Glassman Wealth Services's 13F filing for Q3 2023, filed 14 Nov 2023.