PWA
PDM

Provenance Wealth Advisors’s Piedmont Realty Trust PDM Stock Holding History

Provenance Wealth 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
2024
Q3 		– Sell
-46
Closed -$334 – 600
2024
Q2 		$334 Hold
46
– – ﹤0.01% 507
2024
Q1 		$323 Hold
46
– – ﹤0.01% 536
2023
Q4 		$327 Hold
46
– – ﹤0.01% 588
2023
Q3 		$259 Buy
+46
New +$315 ﹤0.01% 478

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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 $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
VC
Vision Capital Toronto, Ontario, Canada $309M AUM 10.92% 1-Year Est. Return

Provenance Wealth Advisors's PDM Position: Q3 2024 in Review

Provenance Wealth Advisors sold out of Piedmont Realty Trust (PDM) in Q3 2024, closing a stake of 46 shares — an estimated $334 sold.

Provenance Wealth Advisors first reported a position in PDM in Q3 2023 and held it in 4 quarters. The position peaked at $334 in Q2 2024. 244 funds tracked by Wall St. Rank hold PDM as of Q3 2024.

  • Provenance Wealth Advisors reported no remaining Piedmont Realty Trust position as of Q3 2024 after selling out during the quarter.
  • Provenance Wealth Advisors sold 46 Piedmont Realty Trust shares in Q3 2024, an estimated $334.
  • Provenance Wealth Advisors first reported a position in Piedmont Realty Trust in Q3 2023 and held it in 4 quarters.
  • Provenance Wealth Advisors's Piedmont Realty Trust position peaked at $334 in Q2 2024.
  • 244 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q3 2024.

Based on Provenance Wealth Advisors's 13F filing for Q3 2024, filed 15 Aug 2025.