IC
PDM

Intersect Capital’s Piedmont Realty Trust PDM Stock Holding History

Intersect Capital’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
Q1 		– Sell
-12,632
Closed -$232K – 462
2021
Q4 		$232K Buy
+12,632
New +$231K 0.04% 374

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Intersect Capital's PDM Position: Q1 2022 in Review

Intersect Capital sold out of Piedmont Realty Trust (PDM) in Q1 2022, closing a stake of 12,632 shares — an estimated $232K sold.

Intersect Capital first reported a position in PDM in Q4 2021 and held it in 1 quarter. The position peaked at $232K in Q4 2021. 242 funds tracked by Wall St. Rank hold PDM as of Q1 2022.

  • Intersect Capital reported no remaining Piedmont Realty Trust position as of Q1 2022 after selling out during the quarter.
  • Intersect Capital sold 12,632 Piedmont Realty Trust shares in Q1 2022, an estimated $232K.
  • Intersect Capital first reported a position in Piedmont Realty Trust in Q4 2021 and held it in 1 quarter.
  • Intersect Capital's Piedmont Realty Trust position peaked at $232K in Q4 2021.
  • 242 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q1 2022.

Based on Intersect Capital's 13F filing for Q1 2022, filed 11 May 2022.