TS Financial Group (TSFG)’s Piedmont Realty Trust PDM Stock Holding History

TS Financial Group (TSFG)’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 Q1	–	Sell	-736	Closed	-$5K	–	873
2023 Q4	$5K	Hold	736	–	–	﹤0.01%	607
2023 Q3	$4K	Hold	736	–	–	﹤0.01%	713
2023 Q2	$5K	Hold	736	–	–	﹤0.01%	664
2023 Q1	$5K	Hold	736	–	–	﹤0.01%	660
2022 Q4	$7K	Hold	736	–	–	﹤0.01%	592
2022 Q3	$8K	Hold	736	–	–	﹤0.01%	557
2022 Q2	$10K	Hold	736	–	–	﹤0.01%	533
2022 Q1	$13K	Hold	736	–	–	﹤0.01%	506
2021 Q4	$14K	Hold	736	–	–	﹤0.01%	505
2021 Q3	$13K	Hold	736	–	–	0.01%	515
2021 Q2	$14K	Hold	736	–	–	0.01%	499
2021 Q1	$13K	Hold	736	–	–	0.01%	446
2020 Q4	$12K	Hold	736	–	–	0.01%	465
2020 Q3	$10K	Hold	736	–	–	0.01%	440
2020 Q2	$12K	Hold	736	–	–	0.01%	397
2020 Q1	$13K	Hold	736	–	–	0.01%	340
2019 Q4	$16K	Hold	736	–	–	0.01%	358
2019 Q3	$15K	Hold	736	–	–	0.01%	351
2019 Q2	$15K	Hold	736	–	–	0.01%	347
2019 Q1	$15K	Buy	+736	New	+$14.5K	0.01%	335

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

PMG

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

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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

WAM

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

TS Financial Group (TSFG)'s PDM Position: Q1 2024 in Review

TS Financial Group (TSFG) sold out of Piedmont Realty Trust (PDM) in Q1 2024, closing a stake of 736 shares — an estimated $5K sold.

TS Financial Group (TSFG) first reported a position in PDM in Q1 2019 and held it in 20 quarters. The position peaked at $16K in Q4 2019. 237 funds tracked by Wall St. Rank hold PDM as of Q1 2024.

TS Financial Group (TSFG) reported no remaining Piedmont Realty Trust position as of Q1 2024 after selling out during the quarter.
TS Financial Group (TSFG) sold 736 Piedmont Realty Trust shares in Q1 2024, an estimated $5K.
TS Financial Group (TSFG) first reported a position in Piedmont Realty Trust in Q1 2019 and held it in 20 quarters.
TS Financial Group (TSFG)'s Piedmont Realty Trust position peaked at $16K in Q4 2019.
237 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q1 2024.

Based on TS Financial Group (TSFG)'s 13F filing for Q1 2024, filed 16 Apr 2024.