MTWM
PDM

Masso Torrence Wealth Management’s Piedmont Realty Trust PDM Stock Holding History

Masso Torrence Wealth Management’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
-424
Closed -$8K – 273
2021
Q4 		$8K Buy
+424
New +$7.76K 0.01% 282

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State Street
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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

Masso Torrence Wealth Management's PDM Position: Q1 2022 in Review

Masso Torrence Wealth Management sold out of Piedmont Realty Trust (PDM) in Q1 2022, closing a stake of 424 shares — an estimated $8K sold.

Masso Torrence Wealth Management first reported a position in PDM in Q4 2021 and held it in 1 quarter. The position peaked at $8K in Q4 2021. 242 funds tracked by Wall St. Rank hold PDM as of Q1 2022.

  • Masso Torrence Wealth Management reported no remaining Piedmont Realty Trust position as of Q1 2022 after selling out during the quarter.
  • Masso Torrence Wealth Management sold 424 Piedmont Realty Trust shares in Q1 2022, an estimated $8K.
  • Masso Torrence Wealth Management first reported a position in Piedmont Realty Trust in Q4 2021 and held it in 1 quarter.
  • Masso Torrence Wealth Management's Piedmont Realty Trust position peaked at $8K in Q4 2021.
  • 242 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q1 2022.

Based on Masso Torrence Wealth Management's 13F filing for Q1 2022, filed 26 Apr 2022.