Accel Wealth Management’s Digital Realty Trust DLR Stock Holding History

Accel Wealth Management’s Portfolio DLR Stock Details DLR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-39	Closed	-$3.83K	–	341
2023 Q1	$3.83K	Hold	39	–	–	﹤0.01%	1037
2022 Q4	$3.91K	Hold	39	–	–	﹤0.01%	847
2022 Q3	$4K	Hold	39	–	–	﹤0.01%	865
2022 Q2	$5K	Hold	39	–	–	﹤0.01%	803
2022 Q1	$6K	Hold	39	–	–	﹤0.01%	780
2021 Q4	$7K	Hold	39	–	–	﹤0.01%	756
2021 Q3	$6K	Hold	39	–	–	﹤0.01%	717
2021 Q2	$6K	Hold	39	–	–	﹤0.01%	766
2021 Q1	$5K	Hold	39	–	–	﹤0.01%	752
2020 Q4	$5K	Buy	+39	New	+$5.58K	﹤0.01%	707

Other funds holding DLR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Accel Wealth Management's DLR Position: Q2 2023 in Review

Accel Wealth Management sold out of Digital Realty Trust (DLR) in Q2 2023, closing a stake of 39 shares — an estimated $3.83K sold.

Accel Wealth Management first reported a position in DLR in Q4 2020 and held it in 10 quarters. The position peaked at $7K in Q4 2021. 922 funds tracked by Wall St. Rank hold DLR as of Q2 2023.

Accel Wealth Management reported no remaining Digital Realty Trust position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 39 Digital Realty Trust shares in Q2 2023, an estimated $3.83K.
Accel Wealth Management first reported a position in Digital Realty Trust in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's Digital Realty Trust position peaked at $7K in Q4 2021.
922 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.