APWA
DBRG

Atlas Private Wealth Advisors’s DigitalBridge DBRG Stock Holding History

Atlas Private 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
2021
Q4 		– Sell
-1,045
Closed -$25K – 281
2021
Q3 		$25K Sell
1,045
-234
-18% -$6.45K 0.01% 315
2021
Q2 		$40K Sell
1,279
-923
-42% -$26.4K 0.02% 253
2021
Q1 		$57K Sell
2,202
-200
-8% -$4.5K 0.03% 216
2020
Q4 		$46K Sell
2,402
-1,019
-30% -$16.3K 0.03% 228
2020
Q3 		$37K Sell
3,421
-680
-17% -$6.58K 0.03% 235
2020
Q2 		$39K Buy
+4,101
New +$35.6K 0.03% 235

Other funds holding DBRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
LPAM
Legion Partners Asset Management Los Angeles, California $40.6M AUM 156.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Atlas Private Wealth Advisors's DBRG Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of DigitalBridge (DBRG) in Q4 2021, closing a stake of 1,045 shares — an estimated $25K sold.

Atlas Private Wealth Advisors first reported a position in DBRG in Q2 2020 and held it in 6 quarters. The position peaked at $57K in Q1 2021. 334 funds tracked by Wall St. Rank hold DBRG as of Q4 2021.

  • Atlas Private Wealth Advisors reported no remaining DigitalBridge position as of Q4 2021 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 1,045 DigitalBridge shares in Q4 2021, an estimated $25K.
  • Atlas Private Wealth Advisors first reported a position in DigitalBridge in Q2 2020 and held it in 6 quarters.
  • Atlas Private Wealth Advisors's DigitalBridge position peaked at $57K in Q1 2021.
  • 334 funds tracked by Wall St. Rank held DigitalBridge as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.