PWM
PDM

Perigon Wealth Management’s Piedmont Realty Trust PDM Stock Holding History

Perigon 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
2021
Q1 		– Sell
-1,272
Closed -$21K – 880
2020
Q4 		$21K Buy
+1,272
New +$18.7K ﹤0.01% 1026

Other funds holding PDM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
WMSA
Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return

Perigon Wealth Management's PDM Position: Q1 2021 in Review

Perigon Wealth Management sold out of Piedmont Realty Trust (PDM) in Q1 2021, closing a stake of 1,272 shares — an estimated $21K sold.

Perigon Wealth Management first reported a position in PDM in Q4 2020 and held it in 1 quarter. The position peaked at $21K in Q4 2020. 246 funds tracked by Wall St. Rank hold PDM as of Q1 2021.

  • Perigon Wealth Management reported no remaining Piedmont Realty Trust position as of Q1 2021 after selling out during the quarter.
  • Perigon Wealth Management sold 1,272 Piedmont Realty Trust shares in Q1 2021, an estimated $21K.
  • Perigon Wealth Management first reported a position in Piedmont Realty Trust in Q4 2020 and held it in 1 quarter.
  • Perigon Wealth Management's Piedmont Realty Trust position peaked at $21K in Q4 2020.
  • 246 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q1 2021.

Based on Perigon Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.