Legacy Financial Group (Iowa)
PDM

Legacy Financial Group (Iowa)’s Piedmont Realty Trust PDM Stock Holding History

Legacy Financial Group (Iowa)’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
Q4 		– Sell
-1,124
Closed -$6.32K – 373
2023
Q3 		$6.32K Buy
+1,124
New +$7.71K ﹤0.01% 365

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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
PMG
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
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
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legacy Financial Group (Iowa)'s PDM Position: Q4 2023 in Review

Legacy Financial Group (Iowa) sold out of Piedmont Realty Trust (PDM) in Q4 2023, closing a stake of 1,124 shares — an estimated $6.32K sold.

Legacy Financial Group (Iowa) first reported a position in PDM in Q3 2023 and held it in 1 quarter. The position peaked at $6.32K in Q3 2023. 237 funds tracked by Wall St. Rank hold PDM as of Q4 2023.

  • Legacy Financial Group (Iowa) reported no remaining Piedmont Realty Trust position as of Q4 2023 after selling out during the quarter.
  • Legacy Financial Group (Iowa) sold 1,124 Piedmont Realty Trust shares in Q4 2023, an estimated $6.32K.
  • Legacy Financial Group (Iowa) first reported a position in Piedmont Realty Trust in Q3 2023 and held it in 1 quarter.
  • Legacy Financial Group (Iowa)'s Piedmont Realty Trust position peaked at $6.32K in Q3 2023.
  • 237 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q4 2023.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q4 2023, filed 22 Jan 2024.