PFS
PDM

Prospera Financial Services’s Piedmont Realty Trust PDM Stock Holding History

Prospera Financial Services’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
2022
Q3 		– Sell
-1,594
Closed -$21K – 1375
2022
Q2 		$21K Sell
1,594
-110
-6% -$1.66K ﹤0.01% 1202
2022
Q1 		$29K Buy
+1,704
New +$29.9K ﹤0.01% 1595

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
HRES
Heitman Real Estate Securities Chicago, Illinois $1.56B AUM 21.81% 1-Year Est. Return

Prospera Financial Services's PDM Position: Q3 2022 in Review

Prospera Financial Services sold out of Piedmont Realty Trust (PDM) in Q3 2022, closing a stake of 1,594 shares — an estimated $21K sold.

Prospera Financial Services first reported a position in PDM in Q1 2022 and held it in 2 quarters. The position peaked at $29K in Q1 2022. 244 funds tracked by Wall St. Rank hold PDM as of Q3 2022.

  • Prospera Financial Services reported no remaining Piedmont Realty Trust position as of Q3 2022 after selling out during the quarter.
  • Prospera Financial Services sold 1,594 Piedmont Realty Trust shares in Q3 2022, an estimated $21K.
  • Prospera Financial Services first reported a position in Piedmont Realty Trust in Q1 2022 and held it in 2 quarters.
  • Prospera Financial Services's Piedmont Realty Trust position peaked at $29K in Q1 2022.
  • 244 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q3 2022.

Based on Prospera Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.