HA
PDM

Herold Advisors’s Piedmont Realty Trust PDM Stock Holding History

Herold Advisors’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
2022
Q2 		– Sell
-1,044
Closed -$18K – 532
2022
Q1 		$18K Buy
+1,044
New +$18.3K 0.01% 526
2021
Q4 		– Sell
-1,044
Closed -$18K – 519
2021
Q3 		$18K Buy
+1,044
New +$19K 0.01% 529

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.56B AUM 21.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Herold Advisors's PDM Position: Q2 2022 in Review

Herold Advisors sold out of Piedmont Realty Trust (PDM) in Q2 2022, closing a stake of 1,044 shares — an estimated $18K sold.

Herold Advisors first reported a position in PDM in Q3 2021 and held it in 2 quarters. The position peaked at $18K in Q3 2021. 250 funds tracked by Wall St. Rank hold PDM as of Q2 2022.

  • Herold Advisors reported no remaining Piedmont Realty Trust position as of Q2 2022 after selling out during the quarter.
  • Herold Advisors sold 1,044 Piedmont Realty Trust shares in Q2 2022, an estimated $18K.
  • Herold Advisors first reported a position in Piedmont Realty Trust in Q3 2021 and held it in 2 quarters.
  • Herold Advisors's Piedmont Realty Trust position peaked at $18K in Q3 2021.
  • 250 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.