PCI
PDM

Planning Center Inc’s Piedmont Realty Trust PDM Stock Holding History

Planning Center Inc’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
-11,698
Closed -$83.2K – 62
2023
Q4 		$83.2K Hold
11,698
– – 0.02% 59
2023
Q3 		$65.7K Hold
11,698
– – 0.02% 63
2023
Q2 		$85K Hold
11,698
– – 0.02% 69
2023
Q1 		$77.2K Sell
11,698
-60
-0.5% -$551 0.02% 64
2022
Q4 		$108K Hold
11,758
– – 0.03% 69
2022
Q3 		$113K Hold
11,758
– – 0.09% 45
2022
Q2 		$154K Hold
11,758
– – 0.12% 47
2022
Q1 		$202K Hold
11,758
– – 0.58% 45
2021
Q4 		$214K Buy
+11,758
New +$215K 0.17% 49

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

Planning Center Inc's PDM Position: Q1 2024 in Review

Planning Center Inc sold out of Piedmont Realty Trust (PDM) in Q1 2024, closing a stake of 11,698 shares — an estimated $83.2K sold.

Planning Center Inc first reported a position in PDM in Q4 2021 and held it in 9 quarters. The position peaked at $214K in Q4 2021. 237 funds tracked by Wall St. Rank hold PDM as of Q1 2024.

  • Planning Center Inc reported no remaining Piedmont Realty Trust position as of Q1 2024 after selling out during the quarter.
  • Planning Center Inc sold 11,698 Piedmont Realty Trust shares in Q1 2024, an estimated $83.2K.
  • Planning Center Inc first reported a position in Piedmont Realty Trust in Q4 2021 and held it in 9 quarters.
  • Planning Center Inc's Piedmont Realty Trust position peaked at $214K in Q4 2021.
  • 237 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q1 2024.

Based on Planning Center Inc's 13F filing for Q1 2024, filed 23 Apr 2024.