LFA
PDM

Legend Financial Advisors’s Piedmont Realty Trust PDM Stock Holding History

Legend Financial 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
2023
Q1 		– Sell
-76
Closed -$697 – 245
2022
Q4 		$697 Hold
76
– – ﹤0.01% 237
2022
Q3 		$803 Buy
+76
New +$954 ﹤0.01% 223

Other funds holding PDM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legend Financial Advisors's PDM Position: Q1 2023 in Review

Legend Financial Advisors sold out of Piedmont Realty Trust (PDM) in Q1 2023, closing a stake of 76 shares — an estimated $697 sold.

Legend Financial Advisors first reported a position in PDM in Q3 2022 and held it in 2 quarters. The position peaked at $803 in Q3 2022. 255 funds tracked by Wall St. Rank hold PDM as of Q1 2023.

  • Legend Financial Advisors reported no remaining Piedmont Realty Trust position as of Q1 2023 after selling out during the quarter.
  • Legend Financial Advisors sold 76 Piedmont Realty Trust shares in Q1 2023, an estimated $697.
  • Legend Financial Advisors first reported a position in Piedmont Realty Trust in Q3 2022 and held it in 2 quarters.
  • Legend Financial Advisors's Piedmont Realty Trust position peaked at $803 in Q3 2022.
  • 255 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q1 2023.

Based on Legend Financial Advisors's 13F filing for Q1 2023, filed 26 Apr 2023.