WCM
PDM

Wealthcare Capital Management’s Piedmont Realty Trust PDM Stock Holding History

Wealthcare Capital 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
2021
Q2 		– Sell
-93
Closed -$2K – 500
2021
Q1 		$2K Buy
+93
New +$1.57K ﹤0.01% 589
2015
Q2 		– Sell
-50
Closed -$1K – 733
2015
Q1 		$1K Buy
+50
New +$942 ﹤0.01% 876

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
Fidelity Investments
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
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
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wealthcare Capital Management's PDM Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Piedmont Realty Trust (PDM) in Q2 2021, closing a stake of 93 shares — an estimated $2K sold.

Wealthcare Capital Management first reported a position in PDM in Q1 2015 and held it in 2 quarters. The position peaked at $2K in Q1 2021. 242 funds tracked by Wall St. Rank hold PDM as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Piedmont Realty Trust position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 93 Piedmont Realty Trust shares in Q2 2021, an estimated $2K.
  • Wealthcare Capital Management first reported a position in Piedmont Realty Trust in Q1 2015 and held it in 2 quarters.
  • Wealthcare Capital Management's Piedmont Realty Trust position peaked at $2K in Q1 2021.
  • 242 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q2 2021.

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