RTC
PDM

Riverview Trust Company’s Piedmont Realty Trust PDM Stock Holding History

Riverview Trust Company’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
Q2 		– Sell
-1,455
Closed -$25K – 825
2022
Q1 		$25K Buy
+1,455
New +$25.6K 0.02% 392

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Riverview Trust Company's PDM Position: Q2 2022 in Review

Riverview Trust Company sold out of Piedmont Realty Trust (PDM) in Q2 2022, closing a stake of 1,455 shares — an estimated $25K sold.

Riverview Trust Company first reported a position in PDM in Q1 2022 and held it in 1 quarter. The position peaked at $25K in Q1 2022. 250 funds tracked by Wall St. Rank hold PDM as of Q2 2022.

  • Riverview Trust Company reported no remaining Piedmont Realty Trust position as of Q2 2022 after selling out during the quarter.
  • Riverview Trust Company sold 1,455 Piedmont Realty Trust shares in Q2 2022, an estimated $25K.
  • Riverview Trust Company first reported a position in Piedmont Realty Trust in Q1 2022 and held it in 1 quarter.
  • Riverview Trust Company's Piedmont Realty Trust position peaked at $25K in Q1 2022.
  • 250 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2022.

Based on Riverview Trust Company's 13F filing for Q2 2022, filed 27 Jul 2022.