Artemis Wealth Advisors’s Digital Realty Trust DLR Stock Holding History

Artemis Wealth Advisors’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 Q4	–	Sell	-284	Closed	-$34.4K	–	39
2023 Q3	$34.4K	Hold	284	–	–	0.01%	52
2023 Q2	$32.3K	Hold	284	–	–	0.01%	54
2023 Q1	$27.9K	Sell	284 -1,581	-85%	-$167K	0.01%	47
2022 Q4	$187K	Sell	1,865 -557	-23%	-$56.8K	0.06%	27
2022 Q3	$240K	Hold	2,422	–	–	0.06%	26
2022 Q2	$314K	Buy	+2,422	New	+$335K	0.09%	24

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

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

AAMU

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Artemis Wealth Advisors's DLR Position: Q4 2023 in Review

Artemis Wealth Advisors sold out of Digital Realty Trust (DLR) in Q4 2023, closing a stake of 284 shares — an estimated $34.4K sold.

Artemis Wealth Advisors first reported a position in DLR in Q2 2022 and held it in 6 quarters. The position peaked at $314K in Q2 2022. 1,038 funds tracked by Wall St. Rank hold DLR as of Q4 2023.

Artemis Wealth Advisors reported no remaining Digital Realty Trust position as of Q4 2023 after selling out during the quarter.
Artemis Wealth Advisors sold 284 Digital Realty Trust shares in Q4 2023, an estimated $34.4K.
Artemis Wealth Advisors first reported a position in Digital Realty Trust in Q2 2022 and held it in 6 quarters.
Artemis Wealth Advisors's Digital Realty Trust position peaked at $314K in Q2 2022.
1,038 funds tracked by Wall St. Rank held Digital Realty Trust as of Q4 2023.

Based on Artemis Wealth Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.