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Alliance Wealth Advisors (Utah)’s Digital Realty Trust DLR Stock Holding History

Alliance Wealth Advisors (Utah)’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
-14,156
Closed -$1.39M – 225
2023
Q1 		$1.39M Buy
14,156
+715
+5% +$75.4K 0.56% 55
2022
Q4 		$1.35M Buy
+13,441
New +$1.37M 0.61% 55

Other funds holding DLR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s DLR Position: Q2 2023 in Review

Alliance Wealth Advisors (Utah) sold out of Digital Realty Trust (DLR) in Q2 2023, closing a stake of 14,156 shares — an estimated $1.39M sold.

Alliance Wealth Advisors (Utah) first reported a position in DLR in Q4 2022 and held it in 2 quarters. The position peaked at $1.39M in Q1 2023. 922 funds tracked by Wall St. Rank hold DLR as of Q2 2023.

  • Alliance Wealth Advisors (Utah) reported no remaining Digital Realty Trust position as of Q2 2023 after selling out during the quarter.
  • Alliance Wealth Advisors (Utah) sold 14,156 Digital Realty Trust shares in Q2 2023, an estimated $1.39M.
  • Alliance Wealth Advisors (Utah) first reported a position in Digital Realty Trust in Q4 2022 and held it in 2 quarters.
  • Alliance Wealth Advisors (Utah)'s Digital Realty Trust position peaked at $1.39M in Q1 2023.
  • 922 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2023.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q2 2023, filed 11 Aug 2023.