AWA
DBRG icon

Arkadios Wealth Advisors’s DigitalBridge DBRG Stock Holding History

Arkadios Wealth Advisors’s Portfolio DBRG Stock Details DBRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-12,637
Closed -$179K – 958
2024
Q3 		$179K Sell
12,637
-525
-4% -$6.97K 0.01% 854
2024
Q2 		$180K Buy
13,162
+429
+3% +$6.46K 0.01% 778
2024
Q1 		$245K Buy
12,733
+26
+0.2% +$489 0.02% 596
2023
Q4 		$223K Buy
+12,707
New +$209K 0.02% 618
2021
Q4 		– Sell
-177
Closed -$4K – 838
2021
Q3 		$4K Buy
177
+20
+13% +$552 ﹤0.01% 1636
2021
Q2 		$4K Hold
157
– – ﹤0.01% 1761
2021
Q1 		$4K Hold
157
– – ﹤0.01% 1404
2020
Q4 		$3K Buy
157
+20
+15% +$320 ﹤0.01% 1195
2020
Q3 		$1.71K Hold
137
– – ﹤0.01% 950
2020
Q2 		$1.26K Buy
137
+7
+5% +$61 ﹤0.01% 890
2020
Q1 		$912 Hold
130
– – ﹤0.01% 974
2019
Q4 		$2.55K Buy
+130
New +$2.68K ﹤0.01% 793

Other funds holding DBRG

Vanguard Group
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WI
Wafra Inc New York $5.95M AUM 6.19% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return