TPCW
PDM

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $183M 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