GWSG
PDM icon

GPS Wealth Strategies Group’s Piedmont Realty Trust PDM Stock Holding History

GPS Wealth Strategies 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
2024
Q2 		– Sell
-55
Closed -$387 – 1395
2024
Q1 		$387 Buy
+55
New +$369 ﹤0.01% 1198

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 $3.38T AUM 44.17% 1-Year Est. Return
Private Management Group
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 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

GPS Wealth Strategies Group's PDM Position: Q2 2024 in Review

GPS Wealth Strategies Group sold out of Piedmont Realty Trust (PDM) in Q2 2024, closing a stake of 55 shares — an estimated $387 sold.

GPS Wealth Strategies Group first reported a position in PDM in Q1 2024 and held it in 1 quarter. The position peaked at $387 in Q1 2024. 231 funds tracked by Wall St. Rank hold PDM as of Q2 2024.

  • GPS Wealth Strategies Group reported no remaining Piedmont Realty Trust position as of Q2 2024 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 55 Piedmont Realty Trust shares in Q2 2024, an estimated $387.
  • GPS Wealth Strategies Group first reported a position in Piedmont Realty Trust in Q1 2024 and held it in 1 quarter.
  • GPS Wealth Strategies Group's Piedmont Realty Trust position peaked at $387 in Q1 2024.
  • 231 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2024.

Based on GPS Wealth Strategies Group's 13F filing for Q2 2024, filed 16 Jul 2024.