AWM
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Accurate Wealth Management’s Digital Realty Trust DLR Stock Holding History

Accurate 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
Q1 		– Sell
-753
Closed -$77K – 547
2022
Q4 		$77K Buy
+753
New +$76.8K 0.03% 360

Other funds holding DLR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Accurate Wealth Management's DLR Position: Q1 2023 in Review

Accurate Wealth Management sold out of Digital Realty Trust (DLR) in Q1 2023, closing a stake of 753 shares — an estimated $77K sold.

Accurate Wealth Management first reported a position in DLR in Q4 2022 and held it in 1 quarter. The position peaked at $77K in Q4 2022. 914 funds tracked by Wall St. Rank hold DLR as of Q1 2023.

  • Accurate Wealth Management reported no remaining Digital Realty Trust position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 753 Digital Realty Trust shares in Q1 2023, an estimated $77K.
  • Accurate Wealth Management first reported a position in Digital Realty Trust in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Digital Realty Trust position peaked at $77K in Q4 2022.
  • 914 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.