BDO Wealth Advisors’s DigitalBridge DBRG Stock Holding History

BDO 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
2023 Q2	$72K	Buy	4,895 +95	+2%	+$1.17K	0.01%	378
2023 Q1	$57.6K	Hold	4,800	–	–	0.01%	399
2022 Q4	$52.5K	Buy	4,800 +1,000	+26%	+$13K	0.01%	409
2022 Q3	$48K	Hold	3,800	–	–	0.01%	408
2022 Q2	$74K	Hold	3,800	–	–	0.01%	360
2022 Q1	$109K	Hold	3,800	–	–	0.01%	327
2021 Q4	$127K	Sell	3,800 -1,250	-25%	-$37.2K	0.01%	327
2021 Q3	$122K	Hold	5,050	–	–	0.01%	335
2021 Q2	$160K	Hold	5,050	–	–	0.02%	320
2021 Q1	$131K	Hold	5,050	–	–	0.02%	337
2020 Q4	$97K	Buy	5,050 +1,300	+35%	+$20.8K	0.01%	293
2020 Q3	$41K	Hold	3,750	–	–	0.01%	354
2020 Q2	$36K	Hold	3,750	–	–	0.01%	360
2020 Q1	$26K	Hold	3,750	–	–	0.01%	412
2019 Q4	$71K	Buy	3,750 +2,500	+200%	+$51.5K	0.02%	269
2019 Q3	$30K	Buy	+1,250	New	+$25.9K	0.01%	365

Other funds holding DBRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wafra Inc New York $5.95M AUM 6.19% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

WHCM

Wolf Hill Capital Management Greenwich, Connecticut $1.03B AUM 80.44% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LPAM

Legion Partners Asset Management Los Angeles, California $138M AUM 53.69% 1-Year Est. Return

Avenir Corporation Alexandria, Virginia $820M AUM 2.4% 1-Year Est. Return

BDO Wealth Advisors's DBRG Position: Q2 2023 in Review

BDO Wealth Advisors increased its DigitalBridge (DBRG) stake by 2% in Q2 2023, buying an estimated $1.17K and bringing the position to 4,895 shares worth $72K. The position accounts for 0.01% of the portfolio, ranked #378.

BDO Wealth Advisors first reported a position in DBRG in Q3 2019 and has held it in 16 quarters since. The position peaked at $160K in Q2 2021. 257 funds tracked by Wall St. Rank hold DBRG as of Q2 2023.

BDO Wealth Advisors held 4,895 shares of DigitalBridge worth $72K as of Q2 2023.
BDO Wealth Advisors bought 95 DigitalBridge shares in Q2 2023, an estimated $1.17K.
DigitalBridge made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #378 holding.
BDO Wealth Advisors first reported a position in DigitalBridge in Q3 2019 and has held it in 16 quarters since.
BDO Wealth Advisors's DigitalBridge position peaked at $160K in Q2 2021.
257 funds tracked by Wall St. Rank held DigitalBridge as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.