Wealthcare Advisory Partners’s Piedmont Realty Trust PDM Stock Holding History

Wealthcare Advisory Partners’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
2021 Q2	–	Sell	-2,632	Closed	-$46K	–	1469
2021 Q1	$46K	Buy	+2,632	New	+$44.4K	﹤0.01%	902
2020 Q2	–	Sell	-2,632	Closed	-$46K	–	1058
2020 Q1	$46K	Sell	2,632 -3,000	-53%	-$64.7K	0.01%	522
2019 Q4	$125K	Sell	5,632 -500	-8%	-$10.8K	0.02%	363
2019 Q3	$128K	Sell	6,132 -335	-5%	-$6.76K	0.02%	337
2019 Q2	$129K	Hold	6,467	–	–	0.02%	333
2019 Q1	$135K	Hold	6,467	–	–	0.02%	289
2018 Q4	$110K	Hold	6,467	–	–	0.02%	291
2018 Q3	$122K	Hold	6,467	–	–	0.02%	299
2018 Q2	$129K	Sell	6,467 -500	-7%	-$9.27K	0.03%	286
2018 Q1	$123K	Sell	6,967 -164	-2%	-$3.03K	0.03%	247
2017 Q4	$140K	Hold	7,131	–	–	0.04%	220
2017 Q3	$144K	Buy	+7,131	New	+$145K	0.04%	172

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

CIMLRA

CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

HRES

Heitman Real Estate Securities Chicago, Illinois $1.56B AUM 21.81% 1-Year Est. Return

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

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

Wealthcare Advisory Partners's PDM Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Piedmont Realty Trust (PDM) in Q2 2021, closing a stake of 2,632 shares — an estimated $46K sold.

Wealthcare Advisory Partners first reported a position in PDM in Q3 2017 and held it in 12 quarters. The position peaked at $144K in Q3 2017. 242 funds tracked by Wall St. Rank hold PDM as of Q2 2021.

Wealthcare Advisory Partners reported no remaining Piedmont Realty Trust position as of Q2 2021 after selling out during the quarter.
Wealthcare Advisory Partners sold 2,632 Piedmont Realty Trust shares in Q2 2021, an estimated $46K.
Wealthcare Advisory Partners first reported a position in Piedmont Realty Trust in Q3 2017 and held it in 12 quarters.
Wealthcare Advisory Partners's Piedmont Realty Trust position peaked at $144K in Q3 2017.
242 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.