PCMC
PDM

Planning Capital Management Corporation’s Piedmont Realty Trust PDM Stock Holding History

Planning Capital Management Corporation’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
Q3 		$16.5K Hold
1,636
– – 0.01% 345
2024
Q2 		$11.9K Hold
1,636
– – 0.01% 387
2024
Q1 		$11.5K Buy
1,636
+1,630
+27,167% +$10.9K 0.01% 400
2023
Q4 		$43 Buy
+6
New +$36 ﹤0.01% 644

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
State Street
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
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
VC
Vision Capital Toronto, Ontario, Canada $397M AUM 0.8% 1-Year Est. Return

Planning Capital Management Corporation's PDM Position: Q3 2024 in Review

Planning Capital Management Corporation held its Piedmont Realty Trust (PDM) position steady in Q3 2024 at 1,636 shares worth $16.5K. The position accounts for 0.01% of the portfolio, ranked #345.

Planning Capital Management Corporation first reported a position in PDM in Q4 2023 and has held it in 4 quarters since. 244 funds tracked by Wall St. Rank hold PDM as of Q3 2024.

  • Planning Capital Management Corporation held 1,636 shares of Piedmont Realty Trust worth $16.5K as of Q3 2024.
  • Planning Capital Management Corporation left its Piedmont Realty Trust share count unchanged in Q3 2024.
  • Piedmont Realty Trust made up 0.01% of Planning Capital Management Corporation's portfolio in Q3 2024, its #345 holding.
  • Planning Capital Management Corporation first reported a position in Piedmont Realty Trust in Q4 2023 and has held it in 4 quarters since.
  • 244 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.