SWM
PDM

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

Sugarloaf 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
2024
Q4 		– Sell
-1,353
Closed -$13.7K – 706
2024
Q3 		$13.7K Buy
1,353
+6
+0.4% +$53 ﹤0.01% 463
2024
Q2 		$9.77K Buy
1,347
+9
+0.7% +$63 ﹤0.01% 481
2024
Q1 		$9.41K Buy
1,338
+47
+4% +$315 ﹤0.01% 490
2023
Q4 		$9.18K Hold
1,291
– – ﹤0.01% 497
2023
Q3 		$7.25K Buy
1,291
+25
+2% +$171 ﹤0.01% 501
2023
Q2 		$9.2K Buy
1,266
+38
+3% +$253 ﹤0.01% 485
2023
Q1 		$8.97K Buy
1,228
+58
+5% +$532 ﹤0.01% 490
2022
Q4 		$10.7K Hold
1,170
– – ﹤0.01% 487
2022
Q3 		$13K Buy
1,170
+20
+2% +$251 ﹤0.01% 486
2022
Q2 		$15K Buy
1,150
+18
+2% +$271 ﹤0.01% 461
2022
Q1 		$19K Buy
1,132
+27
+2% +$474 ﹤0.01% 413
2021
Q4 		$20K Hold
1,105
– – ﹤0.01% 431
2021
Q3 		$19K Buy
1,105
+13
+1% +$237 0.01% 432
2021
Q2 		$20K Buy
1,092
+12
+1% +$223 0.01% 415
2021
Q1 		$19 Sell
1,080
-668
-38% -$11.3K 0.01% 418
2020
Q4 		$28K Hold
1,748
– – 0.01% 332
2020
Q3 		$24K Hold
1,748
– – 0.01% 328
2020
Q2 		$29K Hold
1,748
– – 0.01% 307
2020
Q1 		$31K Hold
1,748
– – 0.01% 278
2019
Q4 		$39K Buy
+1,748
New +$37.6K 0.02% 279

Other funds holding PDM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
WAM
Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
VC
Vision Capital Toronto, Ontario, Canada $397M AUM 0.8% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Sugarloaf Wealth Management's PDM Position: Q4 2024 in Review

Sugarloaf Wealth Management sold out of Piedmont Realty Trust (PDM) in Q4 2024, closing a stake of 1,353 shares — an estimated $13.7K sold.

Sugarloaf Wealth Management first reported a position in PDM in Q4 2019 and held it in 20 quarters. The position peaked at $39K in Q4 2019. 255 funds tracked by Wall St. Rank hold PDM as of Q4 2024.

  • Sugarloaf Wealth Management reported no remaining Piedmont Realty Trust position as of Q4 2024 after selling out during the quarter.
  • Sugarloaf Wealth Management sold 1,353 Piedmont Realty Trust shares in Q4 2024, an estimated $13.7K.
  • Sugarloaf Wealth Management first reported a position in Piedmont Realty Trust in Q4 2019 and held it in 20 quarters.
  • Sugarloaf Wealth Management's Piedmont Realty Trust position peaked at $39K in Q4 2019.
  • 255 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.