RPCONE
PDM

Retirement Planning Company of New England’s Piedmont Realty Trust PDM Stock Holding History

Retirement Planning Company of New England’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
2023
Q1 		– Sell
-11,866
Closed -$109K – 236
2022
Q4 		$109K Sell
11,866
-1,952
-14% -$19.3K 0.07% 210
2022
Q3 		$145K Sell
13,818
-1,770
-11% -$22.2K 0.1% 197
2022
Q2 		$204K Sell
15,588
-752
-5% -$11.3K 0.14% 198
2022
Q1 		$281K Sell
16,340
-1,713
-9% -$30.1K 0.16% 175
2021
Q4 		$331K Buy
+18,053
New +$331K 0.16% 148

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Fuller & Thaler Asset Management
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N
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Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Retirement Planning Company of New England's PDM Position: Q1 2023 in Review

Retirement Planning Company of New England sold out of Piedmont Realty Trust (PDM) in Q1 2023, closing a stake of 11,866 shares — an estimated $109K sold.

Retirement Planning Company of New England first reported a position in PDM in Q4 2021 and held it in 5 quarters. The position peaked at $331K in Q4 2021. 255 funds tracked by Wall St. Rank hold PDM as of Q1 2023.

  • Retirement Planning Company of New England reported no remaining Piedmont Realty Trust position as of Q1 2023 after selling out during the quarter.
  • Retirement Planning Company of New England sold 11,866 Piedmont Realty Trust shares in Q1 2023, an estimated $109K.
  • Retirement Planning Company of New England first reported a position in Piedmont Realty Trust in Q4 2021 and held it in 5 quarters.
  • Retirement Planning Company of New England's Piedmont Realty Trust position peaked at $331K in Q4 2021.
  • 255 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q1 2023.

Based on Retirement Planning Company of New England's 13F filing for Q1 2023, filed 21 Apr 2023.