MWP
PDM

Meridian Wealth Partners’s Piedmont Realty Trust PDM Stock Holding History

Meridian Wealth Partners’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
2021
Q2 		– Sell
-22
Closed – – 919
2021
Q1 		$0 Buy
+22
New +$371 ﹤0.01% 1422

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State Street
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LSV Asset Management
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Meridian Wealth Partners's PDM Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Piedmont Realty Trust (PDM) in Q2 2021, closing a stake of 22 shares.

Meridian Wealth Partners first reported a position in PDM in Q1 2021 and held it in 1 quarter. The position peaked at $0 in Q1 2021. 242 funds tracked by Wall St. Rank hold PDM as of Q2 2021.

  • Meridian Wealth Partners reported no remaining Piedmont Realty Trust position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 22 Piedmont Realty Trust shares in Q2 2021.
  • Meridian Wealth Partners first reported a position in Piedmont Realty Trust in Q1 2021 and held it in 1 quarter.
  • Meridian Wealth Partners's Piedmont Realty Trust position peaked at $0 in Q1 2021.
  • 242 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.