Sutton Wealth Advisors’s Piedmont Realty Trust PDM Stock Holding History

Sutton Wealth Advisors’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
2019 Q3	–	Sell	-35	Closed	-$698	–	1205
2019 Q2	$698	Hold	35	–	–	﹤0.01%	1127
2019 Q1	$730	Hold	35	–	–	﹤0.01%	1132
2018 Q4	$596	Hold	35	–	–	﹤0.01%	1081
2018 Q3	$663	Hold	35	–	–	﹤0.01%	1067
2018 Q2	$698	Hold	35	–	–	﹤0.01%	1073
2018 Q1	$616	Hold	35	–	–	﹤0.01%	1077
2017 Q4	$686	Hold	35	–	–	﹤0.01%	1023
2017 Q3	$706	Hold	35	–	–	﹤0.01%	1015
2017 Q2	$738	Hold	35	–	–	﹤0.01%	1014
2017 Q1	$748	Hold	35	–	–	﹤0.01%	992
2016 Q4	$732	Hold	35	–	–	﹤0.01%	986
2016 Q3	$762	Hold	35	–	–	﹤0.01%	972
2016 Q2	$754	Hold	35	–	–	﹤0.01%	941
2016 Q1	$711	Buy	+35	New	+$652	﹤0.01%	937

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

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

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

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

Sutton Wealth Advisors's PDM Position: Q3 2019 in Review

Sutton Wealth Advisors sold out of Piedmont Realty Trust (PDM) in Q3 2019, closing a stake of 35 shares — an estimated $698 sold.

Sutton Wealth Advisors first reported a position in PDM in Q1 2016 and held it in 14 quarters. The position peaked at $762 in Q3 2016. 241 funds tracked by Wall St. Rank hold PDM as of Q3 2019.

Sutton Wealth Advisors reported no remaining Piedmont Realty Trust position as of Q3 2019 after selling out during the quarter.
Sutton Wealth Advisors sold 35 Piedmont Realty Trust shares in Q3 2019, an estimated $698.
Sutton Wealth Advisors first reported a position in Piedmont Realty Trust in Q1 2016 and held it in 14 quarters.
Sutton Wealth Advisors's Piedmont Realty Trust position peaked at $762 in Q3 2016.
241 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q3 2019.

Based on Sutton Wealth Advisors's 13F filing for Q3 2019, filed 7 Nov 2023.