VF
PDM

VitalStone Financial’s Piedmont Realty Trust PDM Stock Holding History

VitalStone Financial’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
-546
Closed -$4K – 575
2023
Q2 		$4K Buy
+546
New +$3.63K ﹤0.01% 747

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
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
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return

VitalStone Financial's PDM Position: Q3 2023 in Review

VitalStone Financial sold out of Piedmont Realty Trust (PDM) in Q3 2023, closing a stake of 546 shares — an estimated $4K sold.

VitalStone Financial first reported a position in PDM in Q2 2023 and held it in 1 quarter. The position peaked at $4K in Q2 2023. 240 funds tracked by Wall St. Rank hold PDM as of Q3 2023.

  • VitalStone Financial reported no remaining Piedmont Realty Trust position as of Q3 2023 after selling out during the quarter.
  • VitalStone Financial sold 546 Piedmont Realty Trust shares in Q3 2023, an estimated $4K.
  • VitalStone Financial first reported a position in Piedmont Realty Trust in Q2 2023 and held it in 1 quarter.
  • VitalStone Financial's Piedmont Realty Trust position peaked at $4K in Q2 2023.
  • 240 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q3 2023.

Based on VitalStone Financial's 13F filing for Q3 2023, filed 15 Nov 2023.