Patriot Financial Group Insurance Agency’s Piedmont Realty Trust PDM Stock Holding History

Patriot Financial Group Insurance Agency’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 Q3	–	Sell	-111	Closed	-$1K	–	1496
2022 Q2	$1K	Sell	111 -341	-75%	-$5.13K	﹤0.01%	1927
2022 Q1	$8K	Sell	452 -52	-10%	-$913	﹤0.01%	1453
2021 Q4	$9K	Hold	504	–	–	﹤0.01%	1537
2021 Q3	$9K	Buy	504 +428	+563%	+$7.79K	﹤0.01%	1520
2021 Q2	$1K	Hold	76	–	–	﹤0.01%	2003
2021 Q1	$1K	Sell	76 -207	-73%	-$3.49K	﹤0.01%	1906
2020 Q4	$5K	Hold	283	–	–	﹤0.01%	1439
2020 Q3	$4K	Hold	283	–	–	﹤0.01%	1306
2020 Q2	$5K	Buy	+283	New	+$4.72K	﹤0.01%	1189

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

CIMLRA

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

HRES

Heitman Real Estate Securities Chicago, Illinois $1.39B AUM 6.59% 1-Year Est. Return

Patriot Financial Group Insurance Agency's PDM Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Piedmont Realty Trust (PDM) in Q3 2022, closing a stake of 111 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in PDM in Q2 2020 and held it in 9 quarters. The position peaked at $9K in Q4 2021. 244 funds tracked by Wall St. Rank hold PDM as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Piedmont Realty Trust position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 111 Piedmont Realty Trust shares in Q3 2022, an estimated $1K.
Patriot Financial Group Insurance Agency first reported a position in Piedmont Realty Trust in Q2 2020 and held it in 9 quarters.
Patriot Financial Group Insurance Agency's Piedmont Realty Trust position peaked at $9K in Q4 2021.
244 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.