PS
PDM

Planned Solutions’s Piedmont Realty Trust PDM Stock Holding History

Planned Solutions’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
2024
Q1 		– Sell
-3,000
Closed -$21.3K – 410
2023
Q4 		$21.3K Buy
+3,000
New +$18.1K 0.01% 365
2021
Q1 		– Sell
-3,000
Closed -$49K – 302
2020
Q4 		$49K Hold
3,000
– – 0.04% 202
2020
Q3 		$41K Buy
+3,000
New +$46.5K 0.04% 172

Other funds holding PDM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Planned Solutions's PDM Position: Q1 2024 in Review

Planned Solutions sold out of Piedmont Realty Trust (PDM) in Q1 2024, closing a stake of 3,000 shares — an estimated $21.3K sold.

Planned Solutions first reported a position in PDM in Q3 2020 and held it in 3 quarters. The position peaked at $49K in Q4 2020. 237 funds tracked by Wall St. Rank hold PDM as of Q1 2024.

  • Planned Solutions reported no remaining Piedmont Realty Trust position as of Q1 2024 after selling out during the quarter.
  • Planned Solutions sold 3,000 Piedmont Realty Trust shares in Q1 2024, an estimated $21.3K.
  • Planned Solutions first reported a position in Piedmont Realty Trust in Q3 2020 and held it in 3 quarters.
  • Planned Solutions's Piedmont Realty Trust position peaked at $49K in Q4 2020.
  • 237 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q1 2024.

Based on Planned Solutions's 13F filing for Q1 2024, filed 26 Apr 2024.