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BBJS Financial Advisors’s Digital Realty Trust DLR Stock Holding History

BBJS Financial 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
2024
Q2 		– Sell
-4
Closed -$588 – 174
2024
Q1 		$588 Sell
4
-54
-93% -$7.63K ﹤0.01% 131
2023
Q4 		$7.81K Sell
58
-131
-69% -$16.9K ﹤0.01% 92
2023
Q3 		$22.9K Sell
189
-8,246
-98% -$1.01M 0.01% 82
2023
Q2 		$960K Buy
8,435
+1,704
+25% +$169K 0.38% 28
2023
Q1 		$662K Buy
6,731
+1,792
+36% +$189K 0.27% 31
2022
Q4 		$495K Buy
+4,939
New +$504K 0.22% 40

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BBJS Financial Advisors's DLR Position: Q2 2024 in Review

BBJS Financial Advisors sold out of Digital Realty Trust (DLR) in Q2 2024, closing a stake of 4 shares — an estimated $588 sold.

BBJS Financial Advisors first reported a position in DLR in Q4 2022 and held it in 6 quarters. The position peaked at $960K in Q2 2023. 1,087 funds tracked by Wall St. Rank hold DLR as of Q2 2024.

  • BBJS Financial Advisors reported no remaining Digital Realty Trust position as of Q2 2024 after selling out during the quarter.
  • BBJS Financial Advisors sold 4 Digital Realty Trust shares in Q2 2024, an estimated $588.
  • BBJS Financial Advisors first reported a position in Digital Realty Trust in Q4 2022 and held it in 6 quarters.
  • BBJS Financial Advisors's Digital Realty Trust position peaked at $960K in Q2 2023.
  • 1,087 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2024.

Based on BBJS Financial Advisors's 13F filing for Q2 2024, filed 16 Jul 2024.