TD Private Client Wealth’s Piedmont Realty Trust PDM Stock Holding History

TD Private Client Wealth’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	-4,916	Closed	-$49.7K	–	1340
2024 Q3	$49.7K	Buy	4,916 +1,666	+51%	+$14.8K	﹤0.01%	829
2024 Q2	$23.6K	Hold	3,250	–	–	﹤0.01%	926
2024 Q1	$22.8K	Hold	3,250	–	–	﹤0.01%	933
2023 Q4	$23.1K	Hold	3,250	–	–	﹤0.01%	934
2023 Q3	$18.3K	Hold	3,250	–	–	﹤0.01%	948
2023 Q2	$23.6K	Hold	3,250	–	–	﹤0.01%	920
2023 Q1	$23.7K	Sell	3,250 -712	-18%	-$6.54K	﹤0.01%	912
2022 Q4	$36.3K	Buy	3,962 +639	+19%	+$6.31K	﹤0.01%	812
2022 Q3	$35.1K	Buy	3,323 +1,007	+43%	+$12.6K	﹤0.01%	801
2022 Q2	$30.4K	Sell	2,316 -389	-14%	-$5.85K	﹤0.01%	833
2022 Q1	$46.6K	Buy	+2,705	New	+$47.5K	﹤0.01%	784
2020 Q2	–	Sell	-14	Closed	-$247	–	1148
2020 Q1	$247	Hold	14	–	–	﹤0.01%	1027
2019 Q4	$311	Buy	+14	New	+$301	﹤0.01%	1048

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

WAM

Wilsey Asset Management San Diego, California $681M AUM 6.7% 1-Year Est. Return

PMG

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

Vision Capital Toronto, Ontario, Canada $309M AUM 10.92% 1-Year Est. Return

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

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

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

TD Private Client Wealth's PDM Position: Q4 2024 in Review

TD Private Client Wealth sold out of Piedmont Realty Trust (PDM) in Q4 2024, closing a stake of 4,916 shares — an estimated $49.7K sold.

TD Private Client Wealth first reported a position in PDM in Q4 2019 and held it in 13 quarters. The position peaked at $49.7K in Q3 2024. 255 funds tracked by Wall St. Rank hold PDM as of Q4 2024.

TD Private Client Wealth reported no remaining Piedmont Realty Trust position as of Q4 2024 after selling out during the quarter.
TD Private Client Wealth sold 4,916 Piedmont Realty Trust shares in Q4 2024, an estimated $49.7K.
TD Private Client Wealth first reported a position in Piedmont Realty Trust in Q4 2019 and held it in 13 quarters.
TD Private Client Wealth's Piedmont Realty Trust position peaked at $49.7K in Q3 2024.
255 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q4 2024.

Based on TD Private Client Wealth's 13F filing for Q4 2024, filed 11 Feb 2025.