Gradient Investments’s Piedmont Realty Trust PDM Stock Holding History

Gradient Investments’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
2021 Q4	–	Sell	-123	Closed	-$2K	–	1303
2021 Q3	$2K	Hold	123	–	–	﹤0.01%	1021
2021 Q2	$2K	Hold	123	–	–	﹤0.01%	1007
2021 Q1	$2K	Hold	123	–	–	﹤0.01%	1020
2020 Q4	$2K	Hold	123	–	–	﹤0.01%	968
2020 Q3	$2K	Hold	123	–	–	﹤0.01%	973
2020 Q2	$2K	Hold	123	–	–	﹤0.01%	899
2020 Q1	$2K	Hold	123	–	–	﹤0.01%	932
2019 Q4	$3K	Hold	123	–	–	﹤0.01%	901
2019 Q3	$3K	Hold	123	–	–	﹤0.01%	881
2019 Q2	$2K	Buy	+123	New	+$2.54K	﹤0.01%	889
2017 Q3	–	Sell	-248	Closed	-$5K	–	569
2017 Q2	$5K	Buy	+248	New	+$5.36K	﹤0.01%	579
2016 Q3	–	Sell	-123	Closed	-$3K	–	766
2016 Q2	$3K	Hold	123	–	–	﹤0.01%	593
2016 Q1	$2K	Hold	123	–	–	﹤0.01%	625
2015 Q4	$2K	Hold	123	–	–	﹤0.01%	593
2015 Q3	$2K	Sell	123 -1,436	-92%	-$25.7K	﹤0.01%	519
2015 Q2	$27K	Buy	+1,559	New	+$27.7K	﹤0.01%	292

Other funds holding PDM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

HRES

Heitman Real Estate Securities Chicago, Illinois $1.56B AUM 21.81% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Gradient Investments's PDM Position: Q4 2021 in Review

Gradient Investments sold out of Piedmont Realty Trust (PDM) in Q4 2021, closing a stake of 123 shares — an estimated $2K sold.

Gradient Investments first reported a position in PDM in Q2 2015 and held it in 16 quarters. The position peaked at $27K in Q2 2015. 239 funds tracked by Wall St. Rank hold PDM as of Q4 2021.

Gradient Investments reported no remaining Piedmont Realty Trust position as of Q4 2021 after selling out during the quarter.
Gradient Investments sold 123 Piedmont Realty Trust shares in Q4 2021, an estimated $2K.
Gradient Investments first reported a position in Piedmont Realty Trust in Q2 2015 and held it in 16 quarters.
Gradient Investments's Piedmont Realty Trust position peaked at $27K in Q2 2015.
239 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q4 2021.

Based on Gradient Investments's 13F filing for Q4 2021, filed 12 Jan 2022.