TCWP’s Piedmont Realty Trust PDM Stock Holding History

TCWP’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 Q2	–	Sell	-117	Closed	-$2K	–	1314
2022 Q1	$2K	Buy	+117	New	+$2.06K	﹤0.01%	1365

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 $3.38T AUM 44.17% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

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

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

TCWP's PDM Position: Q2 2022 in Review

TCWP sold out of Piedmont Realty Trust (PDM) in Q2 2022, closing a stake of 117 shares — an estimated $2K sold.

TCWP first reported a position in PDM in Q1 2022 and held it in 1 quarter. The position peaked at $2K in Q1 2022. 250 funds tracked by Wall St. Rank hold PDM as of Q2 2022.

TCWP reported no remaining Piedmont Realty Trust position as of Q2 2022 after selling out during the quarter.
TCWP sold 117 Piedmont Realty Trust shares in Q2 2022, an estimated $2K.
TCWP first reported a position in Piedmont Realty Trust in Q1 2022 and held it in 1 quarter.
TCWP's Piedmont Realty Trust position peaked at $2K in Q1 2022.
250 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.