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Baldwin Wealth Partners’s Digital Realty Trust DLR Stock Holding History

Baldwin Wealth Partners’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
2024
Q4 		– Sell
-220
Closed -$35.6K – 442
2024
Q3 		$35.6K Hold
220
– – ﹤0.01% 605
2024
Q2 		$33.5K Hold
220
– – ﹤0.01% 403
2024
Q1 		$31.7K Hold
220
– – ﹤0.01% 433
2023
Q4 		$29.6K Buy
220
+185
+529% +$23.9K ﹤0.01% 448
2023
Q3 		$4.24K Buy
+35
New +$4.3K ﹤0.01% 639
2022
Q4 		– Sell
-73
Closed -$7K – 790
2022
Q3 		$7K Hold
73
– – ﹤0.01% 539
2022
Q2 		$9K Hold
73
– – ﹤0.01% 541
2022
Q1 		$10K Buy
73
+3
+4% +$433 ﹤0.01% 538
2021
Q4 		$12K Hold
70
– – ﹤0.01% 490
2021
Q3 		$10K Buy
70
+20
+40% +$3.14K ﹤0.01% 523
2021
Q2 		$8K Hold
50
– – ﹤0.01% 544
2021
Q1 		$7K Hold
50
– – ﹤0.01% 534
2020
Q4 		$7K Hold
50
– – ﹤0.01% 479
2020
Q3 		$7K Hold
50
– – ﹤0.01% 449
2020
Q2 		$7K Hold
50
– – ﹤0.01% 447
2020
Q1 		$7K Hold
50
– – ﹤0.01% 446
2019
Q4 		$6K Buy
+50
New +$6.15K ﹤0.01% 473

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Baldwin Wealth Partners's DLR Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Digital Realty Trust (DLR) in Q4 2024, closing a stake of 220 shares — an estimated $35.6K sold.

Baldwin Wealth Partners first reported a position in DLR in Q4 2019 and held it in 17 quarters. The position peaked at $35.6K in Q3 2024. 1,212 funds tracked by Wall St. Rank hold DLR as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Digital Realty Trust position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 220 Digital Realty Trust shares in Q4 2024, an estimated $35.6K.
  • Baldwin Wealth Partners first reported a position in Digital Realty Trust in Q4 2019 and held it in 17 quarters.
  • Baldwin Wealth Partners's Digital Realty Trust position peaked at $35.6K in Q3 2024.
  • 1,212 funds tracked by Wall St. Rank held Digital Realty Trust as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.