RJFSA
PDM

Raymond James Financial Services Advisors’s Piedmont Realty Trust PDM Stock Holding History

Raymond James Financial Services 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 		$1.43M Sell
141,938
-5,414
-4% -$48.2K ﹤0.01% 1922
2024
Q2 		$1.07M Buy
147,352
+9,304
+7% +$64.7K ﹤0.01% 2042
2024
Q1 		$970K Buy
138,048
+16,905
+14% +$113K ﹤0.01% 2090
2023
Q4 		$861K Buy
121,143
+6,469
+6% +$39.1K ﹤0.01% 2077
2023
Q3 		$644K Buy
114,674
+82,915
+261% +$569K ﹤0.01% 2161
2023
Q2 		$231K Sell
31,759
-667
-2% -$4.44K ﹤0.01% 2832
2023
Q1 		$237K Buy
32,426
+561
+2% +$5.15K ﹤0.01% 2790
2022
Q4 		$292K Sell
31,865
-4,467
-12% -$44.1K ﹤0.01% 2604
2022
Q3 		$384K Sell
36,332
-701
-2% -$8.8K ﹤0.01% 2420
2022
Q2 		$486K Sell
37,033
-833
-2% -$12.5K ﹤0.01% 2291
2022
Q1 		$652K Buy
37,866
+177
+0.5% +$3.11K ﹤0.01% 2216
2021
Q4 		$693K Sell
37,689
-1,020
-3% -$18.7K ﹤0.01% 2180
2021
Q3 		$675K Sell
38,709
-229
-0.6% -$4.17K ﹤0.01% 2182
2021
Q2 		$719K Sell
38,938
-1,111
-3% -$20.7K ﹤0.01% 2152
2021
Q1 		$696K Buy
40,049
+12,095
+43% +$204K ﹤0.01% 2078
2020
Q4 		$454K Buy
27,954
+5,725
+26% +$84.3K ﹤0.01% 2199
2020
Q3 		$302K Sell
22,229
-2,681
-11% -$41.5K ﹤0.01% 2278
2020
Q2 		$414K Sell
24,910
-1,306
-5% -$21.8K ﹤0.01% 2028
2020
Q1 		$463K Sell
26,216
-7,851
-23% -$169K ﹤0.01% 1606
2019
Q4 		$758K Buy
34,067
+2,209
+7% +$47.6K ﹤0.01% 1705
2019
Q3 		$665K Sell
31,858
-8
-0% -$161 ﹤0.01% 1716
2019
Q2 		$635K Sell
31,866
-202
-0.6% -$4.17K ﹤0.01% 1769
2019
Q1 		$669K Sell
32,068
-9,702
-23% -$191K ﹤0.01% 1698
2018
Q4 		$712K Sell
41,770
-2,954
-7% -$53.7K ﹤0.01% 1453
2018
Q3 		$847K Sell
44,724
-3,472
-7% -$68.4K ﹤0.01% 1567
2018
Q2 		$961K Sell
48,196
-864
-2% -$16K ﹤0.01% 1449
2018
Q1 		$863K Buy
49,060
+13,956
+40% +$258K 0.01% 1397
2017
Q4 		$688K Buy
35,104
+10,424
+42% +$208K ﹤0.01% 1519
2017
Q3 		$498K Buy
24,680
+5,464
+28% +$111K ﹤0.01% 1720
2017
Q2 		$405K Buy
19,216
+1,536
+9% +$33.2K ﹤0.01% 1800
2017
Q1 		$378K Buy
17,680
+396
+2% +$8.58K ﹤0.01% 1741
2016
Q4 		$361K Buy
17,284
+1,073
+7% +$21.6K ﹤0.01% 1721
2016
Q3 		$353K Buy
16,211
+165
+1% +$3.54K ﹤0.01% 1689
2016
Q2 		$346K Buy
16,046
+1,632
+11% +$33.1K ﹤0.01% 1632
2016
Q1 		$293K Buy
14,414
+376
+3% +$7.01K ﹤0.01% 1565
2015
Q4 		$265K Buy
+14,038
New +$269K ﹤0.01% 1451

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 $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
VC
Vision Capital Toronto, Ontario, Canada $397M AUM 0.8% 1-Year Est. Return

Raymond James Financial Services Advisors's PDM Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its Piedmont Realty Trust (PDM) stake by 3.7% in Q3 2024, selling an estimated $48.2K and leaving 141,938 shares worth $1.43M. The position accounts for ﹤0.01% of the portfolio, ranked #1922.

Raymond James Financial Services Advisors first reported a position in PDM in Q4 2015 and has held it in 36 quarters since. 244 funds tracked by Wall St. Rank hold PDM as of Q3 2024.

  • Raymond James Financial Services Advisors held 141,938 shares of Piedmont Realty Trust worth $1.43M as of Q3 2024.
  • Raymond James Financial Services Advisors sold 5,414 Piedmont Realty Trust shares in Q3 2024, an estimated $48.2K.
  • Piedmont Realty Trust made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #1922 holding.
  • Raymond James Financial Services Advisors first reported a position in Piedmont Realty Trust in Q4 2015 and has held it in 36 quarters since.
  • 244 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.