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

Alterna 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
2019
Q1 		– Sell
-1,858
Closed -$210K – 171
2018
Q4 		$210K Buy
+1,858
New +$205K 0.03% 332

Other funds holding DLR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Alterna Wealth Management's DLR Position: Q1 2019 in Review

Alterna Wealth Management sold out of Digital Realty Trust (DLR) in Q1 2019, closing a stake of 1,858 shares — an estimated $210K sold.

Alterna Wealth Management first reported a position in DLR in Q4 2018 and held it in 1 quarter. The position peaked at $210K in Q4 2018. 687 funds tracked by Wall St. Rank hold DLR as of Q1 2019.

  • Alterna Wealth Management reported no remaining Digital Realty Trust position as of Q1 2019 after selling out during the quarter.
  • Alterna Wealth Management sold 1,858 Digital Realty Trust shares in Q1 2019, an estimated $210K.
  • Alterna Wealth Management first reported a position in Digital Realty Trust in Q4 2018 and held it in 1 quarter.
  • Alterna Wealth Management's Digital Realty Trust position peaked at $210K in Q4 2018.
  • 687 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2019.

Based on Alterna Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.