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

Selective 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 Q4	–	Sell	-532	Closed	-$6K	–	553
2022 Q3	$6K	Hold	532	–	–	﹤0.01%	579
2022 Q2	$7K	Hold	532	–	–	﹤0.01%	600
2022 Q1	$9K	Hold	532	–	–	﹤0.01%	544
2021 Q4	$10K	Hold	532	–	–	﹤0.01%	485
2021 Q3	$9K	Hold	532	–	–	﹤0.01%	446
2021 Q2	$10K	Buy	532 +432	+432%	+$8.04K	0.01%	350
2021 Q1	$2K	Buy	+100	New	+$1.69K	﹤0.01%	360

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

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

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

CIMLRA

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Selective Wealth Management's PDM Position: Q4 2022 in Review

Selective Wealth Management sold out of Piedmont Realty Trust (PDM) in Q4 2022, closing a stake of 532 shares — an estimated $6K sold.

Selective Wealth Management first reported a position in PDM in Q1 2021 and held it in 7 quarters. The position peaked at $10K in Q4 2021. 259 funds tracked by Wall St. Rank hold PDM as of Q4 2022.

Selective Wealth Management reported no remaining Piedmont Realty Trust position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 532 Piedmont Realty Trust shares in Q4 2022, an estimated $6K.
Selective Wealth Management first reported a position in Piedmont Realty Trust in Q1 2021 and held it in 7 quarters.
Selective Wealth Management's Piedmont Realty Trust position peaked at $10K in Q4 2021.
259 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.