Prime Capital Investment Advisors’s Piedmont Realty Trust PDM Stock Holding History

Prime Capital Investment Advisors’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 Q2	–	Sell	-520	Closed	-$9K	–	497
2021 Q1	$9K	Hold	520	–	–	﹤0.01%	423
2020 Q4	$8K	Hold	520	–	–	﹤0.01%	410
2020 Q3	$7K	Hold	520	–	–	﹤0.01%	410
2020 Q2	$9K	Hold	520	–	–	﹤0.01%	422
2020 Q1	$9K	Sell	520 -264	-34%	-$5.69K	﹤0.01%	409
2019 Q4	$17K	Sell	784 -1,106	-59%	-$23.8K	﹤0.01%	432
2019 Q3	$39K	Buy	1,890 +520	+38%	+$10.5K	0.01%	329
2019 Q2	$27K	Buy	+1,370	New	+$28.3K	﹤0.01%	279

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

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

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

HRES

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Prime Capital Investment Advisors's PDM Position: Q2 2021 in Review

Prime Capital Investment Advisors sold out of Piedmont Realty Trust (PDM) in Q2 2021, closing a stake of 520 shares — an estimated $9K sold.

Prime Capital Investment Advisors first reported a position in PDM in Q2 2019 and held it in 8 quarters. The position peaked at $39K in Q3 2019. 242 funds tracked by Wall St. Rank hold PDM as of Q2 2021.

Prime Capital Investment Advisors reported no remaining Piedmont Realty Trust position as of Q2 2021 after selling out during the quarter.
Prime Capital Investment Advisors sold 520 Piedmont Realty Trust shares in Q2 2021, an estimated $9K.
Prime Capital Investment Advisors first reported a position in Piedmont Realty Trust in Q2 2019 and held it in 8 quarters.
Prime Capital Investment Advisors's Piedmont Realty Trust position peaked at $39K in Q3 2019.
242 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2021.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2021, filed 12 Aug 2021.