SeaCrest Wealth Management’s Piedmont Realty Trust PDM Stock Holding History

SeaCrest Wealth Management’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 Q3	–	Sell	-1,500	Closed	-$20K	–	1242
2022 Q2	$20K	Buy	+1,500	New	+$22.6K	﹤0.01%	1482
2019 Q2	–	Sell	-1,500	Closed	-$31K	–	1458
2019 Q1	$31K	Hold	1,500	–	–	0.01%	1108
2018 Q4	$26K	Hold	1,500	–	–	0.01%	1139
2018 Q3	$28K	Hold	1,500	–	–	﹤0.01%	1242
2018 Q2	$30K	Hold	1,500	–	–	0.01%	1190
2018 Q1	$26K	Hold	1,500	–	–	﹤0.01%	1224
2017 Q4	$29K	Buy	+1,500	New	+$29.9K	0.01%	1193

Other funds holding PDM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

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

SeaCrest Wealth Management's PDM Position: Q3 2022 in Review

SeaCrest Wealth Management sold out of Piedmont Realty Trust (PDM) in Q3 2022, closing a stake of 1,500 shares — an estimated $20K sold.

SeaCrest Wealth Management first reported a position in PDM in Q4 2017 and held it in 7 quarters. The position peaked at $31K in Q1 2019. 244 funds tracked by Wall St. Rank hold PDM as of Q3 2022.

SeaCrest Wealth Management reported no remaining Piedmont Realty Trust position as of Q3 2022 after selling out during the quarter.
SeaCrest Wealth Management sold 1,500 Piedmont Realty Trust shares in Q3 2022, an estimated $20K.
SeaCrest Wealth Management first reported a position in Piedmont Realty Trust in Q4 2017 and held it in 7 quarters.
SeaCrest Wealth Management's Piedmont Realty Trust position peaked at $31K in Q1 2019.
244 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q3 2022.

Based on SeaCrest Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.