VWM
PDM

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

Venturi 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
2024
Q4 		– Sell
-489
Closed -$4.94K – 2021
2024
Q3 		$4.94K Buy
+489
New +$4.36K ﹤0.01% 1415

Other funds holding PDM

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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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LSV Asset Management
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
VC
Vision Capital Toronto, Ontario, Canada $309M AUM 10.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Venturi Wealth Management's PDM Position: Q4 2024 in Review

Venturi Wealth Management sold out of Piedmont Realty Trust (PDM) in Q4 2024, closing a stake of 489 shares — an estimated $4.94K sold.

Venturi Wealth Management first reported a position in PDM in Q3 2024 and held it in 1 quarter. The position peaked at $4.94K in Q3 2024. 255 funds tracked by Wall St. Rank hold PDM as of Q4 2024.

  • Venturi Wealth Management reported no remaining Piedmont Realty Trust position as of Q4 2024 after selling out during the quarter.
  • Venturi Wealth Management sold 489 Piedmont Realty Trust shares in Q4 2024, an estimated $4.94K.
  • Venturi Wealth Management first reported a position in Piedmont Realty Trust in Q3 2024 and held it in 1 quarter.
  • Venturi Wealth Management's Piedmont Realty Trust position peaked at $4.94K in Q3 2024.
  • 255 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q4 2024.

Based on Venturi Wealth Management's 13F filing for Q4 2024, filed 31 Jan 2025.