TCWM
PDM icon

Total Clarity Wealth Management’s Piedmont Realty Trust PDM Stock Holding History

Total Clarity 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
2020
Q1 		– Sell
-400
Closed -$9K – 465
2019
Q4 		$9K Buy
+400
New +$8.61K 0.01% 512

Other funds holding PDM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Total Clarity Wealth Management's PDM Position: Q1 2020 in Review

Total Clarity Wealth Management sold out of Piedmont Realty Trust (PDM) in Q1 2020, closing a stake of 400 shares — an estimated $9K sold.

Total Clarity Wealth Management first reported a position in PDM in Q4 2019 and held it in 1 quarter. The position peaked at $9K in Q4 2019. 252 funds tracked by Wall St. Rank hold PDM as of Q1 2020.

  • Total Clarity Wealth Management reported no remaining Piedmont Realty Trust position as of Q1 2020 after selling out during the quarter.
  • Total Clarity Wealth Management sold 400 Piedmont Realty Trust shares in Q1 2020, an estimated $9K.
  • Total Clarity Wealth Management first reported a position in Piedmont Realty Trust in Q4 2019 and held it in 1 quarter.
  • Total Clarity Wealth Management's Piedmont Realty Trust position peaked at $9K in Q4 2019.
  • 252 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q1 2020.

Based on Total Clarity Wealth Management's 13F filing for Q1 2020, filed 24 Apr 2020.