Moisand Fitzgerald Tamayo’s Piedmont Realty Trust PDM Stock Holding History

Moisand Fitzgerald Tamayo’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 Q4	–	Sell	-707	Closed	-$7K	–	827
2022 Q3	$7K	Hold	707	–	–	﹤0.01%	325
2022 Q2	$9K	Hold	707	–	–	﹤0.01%	281
2022 Q1	$12K	Hold	707	–	–	0.01%	168
2021 Q4	$13K	Hold	707	–	–	﹤0.01%	241
2021 Q3	$12K	Hold	707	–	–	﹤0.01%	238
2021 Q2	$13K	Hold	707	–	–	﹤0.01%	242
2021 Q1	$12K	Hold	707	–	–	0.01%	200
2020 Q4	$11K	Hold	707	–	–	0.01%	209
2020 Q3	$10K	Sell	707 -375	-35%	-$5.81K	0.01%	195
2020 Q2	$18K	Hold	1,082	–	–	0.01%	158
2020 Q1	$19K	Buy	+1,082	New	+$23.3K	0.01%	152

Other funds holding PDM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Moisand Fitzgerald Tamayo's PDM Position: Q4 2022 in Review

Moisand Fitzgerald Tamayo sold out of Piedmont Realty Trust (PDM) in Q4 2022, closing a stake of 707 shares — an estimated $7K sold.

Moisand Fitzgerald Tamayo first reported a position in PDM in Q1 2020 and held it in 11 quarters. The position peaked at $19K in Q1 2020. 259 funds tracked by Wall St. Rank hold PDM as of Q4 2022.

Moisand Fitzgerald Tamayo reported no remaining Piedmont Realty Trust position as of Q4 2022 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 707 Piedmont Realty Trust shares in Q4 2022, an estimated $7K.
Moisand Fitzgerald Tamayo first reported a position in Piedmont Realty Trust in Q1 2020 and held it in 11 quarters.
Moisand Fitzgerald Tamayo's Piedmont Realty Trust position peaked at $19K in Q1 2020.
259 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q4 2022.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2022, filed 23 Jan 2023.