WFS
PDM

Widmann Financial Services’s Piedmont Realty Trust PDM Stock Holding History

Widmann Financial Services’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
2022
Q1 		– Sell
-4,544
Closed -$83K – 345
2021
Q4 		$83K Buy
+4,544
New +$83.2K 0.07% 137

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Fidelity Investments
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Wellington Management Group
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CIMLRA
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HRES
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Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Widmann Financial Services's PDM Position: Q1 2022 in Review

Widmann Financial Services sold out of Piedmont Realty Trust (PDM) in Q1 2022, closing a stake of 4,544 shares — an estimated $83K sold.

Widmann Financial Services first reported a position in PDM in Q4 2021 and held it in 1 quarter. The position peaked at $83K in Q4 2021. 242 funds tracked by Wall St. Rank hold PDM as of Q1 2022.

  • Widmann Financial Services reported no remaining Piedmont Realty Trust position as of Q1 2022 after selling out during the quarter.
  • Widmann Financial Services sold 4,544 Piedmont Realty Trust shares in Q1 2022, an estimated $83K.
  • Widmann Financial Services first reported a position in Piedmont Realty Trust in Q4 2021 and held it in 1 quarter.
  • Widmann Financial Services's Piedmont Realty Trust position peaked at $83K in Q4 2021.
  • 242 funds tracked by Wall St. Rank held Piedmont Realty Trust as of Q1 2022.

Based on Widmann Financial Services's 13F filing for Q1 2022, filed 4 May 2022.