RJA
PDM

Raymond James & Associates’s Piedmont Realty Trust PDM Stock Holding History

Raymond James & Associates’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 		$541K Sell
53,572
-400
-0.7% -$3.56K ﹤0.01% 3061
2024
Q2 		$391K Buy
53,972
+6,669
+14% +$46.4K ﹤0.01% 3218
2024
Q1 		$333K Sell
47,303
-1,336
-3% -$8.95K ﹤0.01% 3318
2023
Q4 		$346K Sell
48,639
-2,913
-6% -$17.6K ﹤0.01% 3193
2023
Q3 		$290K Sell
51,552
-6,824
-12% -$46.8K ﹤0.01% 3245
2023
Q2 		$424K Buy
58,376
+272
+0.5% +$1.81K ﹤0.01% 3042
2023
Q1 		$424K Sell
58,104
-316
-0.5% -$2.9K ﹤0.01% 3013
2022
Q4 		$536K Buy
58,420
+13,974
+31% +$138K ﹤0.01% 2854
2022
Q3 		$469K Buy
44,446
+2,011
+5% +$25.2K ﹤0.01% 2908
2022
Q2 		$557K Buy
42,435
+971
+2% +$14.6K ﹤0.01% 2861
2022
Q1 		$714K Buy
41,464
+5,007
+14% +$87.9K ﹤0.01% 2836
2021
Q4 		$670K Buy
36,457
+2,328
+7% +$42.6K ﹤0.01% 2882
2021
Q3 		$595K Buy
34,129
+1,763
+5% +$32.1K ﹤0.01% 2934
2021
Q2 		$598K Buy
32,366
+2,361
+8% +$43.9K ﹤0.01% 2956
2021
Q1 		$521K Buy
30,005
+5,377
+22% +$90.7K ﹤0.01% 2985
2020
Q4 		$400K Sell
24,628
-212
-0.9% -$3.12K ﹤0.01% 2960
2020
Q3 		$337K Buy
24,840
+5,077
+26% +$78.6K ﹤0.01% 2877
2020
Q2 		$328K Sell
19,763
-1,456
-7% -$24.3K ﹤0.01% 2866
2020
Q1 		$375K Buy
+21,219
New +$457K ﹤0.01% 2625
2015
Q4 		– Sell
-11,724
Closed -$210K – 2382
2015
Q3 		$210K Sell
11,724
-10
-0.1% -$179 ﹤0.01% 2242
2015
Q2 		$206K Hold
11,734
– – ﹤0.01% 2371
2015
Q1 		$218K Hold
11,734
– – ﹤0.01% 2303
2014
Q4 		$221K Buy
+11,734
New +$221K ﹤0.01% 2198
2013
Q4 		– Sell
-11,663
Closed -$202K – 2005
2013
Q3 		$202K Sell
11,663
-11,226
-49% -$201K ﹤0.01% 1897
2013
Q2 		$409K Buy
+22,889
New +$445K ﹤0.01% 1598

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

Raymond James & Associates's PDM Position: Q3 2024 in Review

Raymond James & Associates reduced its Piedmont Realty Trust (PDM) stake by 0.74% in Q3 2024, selling an estimated $3.56K and leaving 53,572 shares worth $541K. The position accounts for ﹤0.01% of the portfolio, ranked #3061.

Raymond James & Associates first reported a position in PDM in Q2 2013 and has held it in 25 quarters since. The position peaked at $714K in Q1 2022. 244 funds tracked by Wall St. Rank hold PDM as of Q3 2024.

  • Raymond James & Associates held 53,572 shares of Piedmont Realty Trust worth $541K as of Q3 2024.
  • Raymond James & Associates sold 400 Piedmont Realty Trust shares in Q3 2024, an estimated $3.56K.
  • Piedmont Realty Trust made up ﹤0.01% of Raymond James & Associates's portfolio in Q3 2024, its #3061 holding.
  • Raymond James & Associates first reported a position in Piedmont Realty Trust in Q2 2013 and has held it in 25 quarters since.
  • Raymond James & Associates's Piedmont Realty Trust position peaked at $714K in Q1 2022.
  • 244 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.