SFS
PDM

Sowell Financial Services’s Piedmont Realty Trust PDM Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-265
Closed -$5K – 2076
2021
Q1 		$5K Buy
+265
New +$4.47K ﹤0.01% 2610
2020
Q1 		– Sell
-49
Closed -$1K – 2623
2019
Q4 		$1K Buy
+49
New +$1.05K ﹤0.01% 2401
2017
Q1 		– Sell
-411
Closed -$9K – 492
2016
Q4 		$9K Buy
+411
New +$8.29K ﹤0.01% 491

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Sowell Financial Services's PDM Position: Q2 2021 in Review

Sowell Financial Services sold out of Piedmont Realty Trust (PDM) in Q2 2021, closing a stake of 265 shares — an estimated $5K sold.

Sowell Financial Services first reported a position in PDM in Q4 2016 and held it in 3 quarters. The position peaked at $9K in Q4 2016. 242 funds tracked by Wall St. Rank hold PDM as of Q2 2021.

  • Sowell Financial Services reported no remaining Piedmont Realty Trust position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 265 Piedmont Realty Trust shares in Q2 2021, an estimated $5K.
  • Sowell Financial Services first reported a position in Piedmont Realty Trust in Q4 2016 and held it in 3 quarters.
  • Sowell Financial Services's Piedmont Realty Trust position peaked at $9K in Q4 2016.
  • 242 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.