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 $5.72T AUM 30.48% 1-Year Est. Return

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

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return