Tradition Wealth Management’s Piedmont Realty Trust PDM Stock Holding History

Tradition 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
2023 Q3	–	Sell	-1,216	Closed	-$9K	–	1391
2023 Q2	$9K	Hold	1,216	–	–	﹤0.01%	1072
2023 Q1	$9K	Hold	1,216	–	–	﹤0.01%	1030
2022 Q4	$11K	Hold	1,216	–	–	﹤0.01%	893
2022 Q3	$13K	Hold	1,216	–	–	﹤0.01%	868
2022 Q2	$16K	Hold	1,216	–	–	﹤0.01%	701
2022 Q1	$21K	Hold	1,216	–	–	﹤0.01%	703
2021 Q4	$22K	Hold	1,216	–	–	﹤0.01%	710
2021 Q3	$21K	Hold	1,216	–	–	﹤0.01%	713
2021 Q2	$22K	Hold	1,216	–	–	﹤0.01%	738
2021 Q1	$21K	Hold	1,216	–	–	﹤0.01%	624
2020 Q4	$20K	Buy	+1,216	New	+$17.9K	﹤0.01%	591

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

PMG

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

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

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

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

Tradition Wealth Management's PDM Position: Q3 2023 in Review

Tradition Wealth Management sold out of Piedmont Realty Trust (PDM) in Q3 2023, closing a stake of 1,216 shares — an estimated $9K sold.

Tradition Wealth Management first reported a position in PDM in Q4 2020 and held it in 11 quarters. The position peaked at $22K in Q4 2021. 240 funds tracked by Wall St. Rank hold PDM as of Q3 2023.

Tradition Wealth Management reported no remaining Piedmont Realty Trust position as of Q3 2023 after selling out during the quarter.
Tradition Wealth Management sold 1,216 Piedmont Realty Trust shares in Q3 2023, an estimated $9K.
Tradition Wealth Management first reported a position in Piedmont Realty Trust in Q4 2020 and held it in 11 quarters.
Tradition Wealth Management's Piedmont Realty Trust position peaked at $22K in Q4 2021.
240 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q3 2023.

Based on Tradition Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.