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

BDO 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
Q2 		$103K Sell
906
-316
-26% -$31.3K 0.01% 338
2023
Q1 		$120K Sell
1,222
-545
-31% -$57.5K 0.01% 306
2022
Q4 		$177K Sell
1,767
-548
-24% -$55.9K 0.02% 273
2022
Q3 		$230K Sell
2,315
-123
-5% -$15.1K 0.03% 235
2022
Q2 		$317K Sell
2,438
-137
-5% -$18.9K 0.04% 209
2022
Q1 		$365K Sell
2,575
-193
-7% -$27.9K 0.04% 208
2021
Q4 		$490K Sell
2,768
-107
-4% -$17.1K 0.05% 187
2021
Q3 		$415K Sell
2,875
-246
-8% -$38.6K 0.05% 198
2021
Q2 		$470K Sell
3,121
-179
-5% -$27.1K 0.05% 193
2021
Q1 		$465K Buy
3,300
+3,143
+2,002% +$434K 0.05% 184
2020
Q4 		$22K Buy
157
+32
+26% +$4.58K ﹤0.01% 455
2020
Q3 		$18K Sell
125
-102
-45% -$15.3K ﹤0.01% 431
2020
Q2 		$32K Buy
227
+1
+0.4% +$142 0.01% 369
2020
Q1 		$31K Buy
226
+101
+81% +$12.8K 0.01% 386
2019
Q4 		$15K Hold
125
– – ﹤0.01% 405
2019
Q3 		$16K Buy
+125
New +$15.2K ﹤0.01% 415
2019
Q2 		– Sell
-144
Closed -$17K – 625
2019
Q1 		$17K Hold
144
– – ﹤0.01% 382
2018
Q4 		$15K Sell
144
-5
-3% -$552 0.01% 370
2018
Q3 		$17K Sell
149
-27
-15% -$3.23K 0.01% 397
2018
Q2 		$20K Buy
176
+1
+0.6% +$106 0.01% 383
2018
Q1 		$18K Buy
175
+2
+1% +$211 0.01% 337
2017
Q4 		$20K Sell
173
-197
-53% -$23.2K 0.01% 273
2017
Q3 		$44K Sell
370
-109
-23% -$12.6K 0.02% 210
2017
Q2 		$54K Buy
+479
New +$54.8K 0.02% 227

Other funds holding DLR

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
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

BDO Wealth Advisors reduced its Digital Realty Trust (DLR) stake by 26% in Q2 2023, selling an estimated $31.3K and leaving 906 shares worth $103K. The position accounts for 0.01% of the portfolio, ranked #338.

BDO Wealth Advisors first reported a position in DLR in Q2 2017 and has held it in 24 quarters since. The position peaked at $490K in Q4 2021. 923 funds tracked by Wall St. Rank hold DLR as of Q2 2023.

  • BDO Wealth Advisors held 906 shares of Digital Realty Trust worth $103K as of Q2 2023.
  • BDO Wealth Advisors sold 316 Digital Realty Trust shares in Q2 2023, an estimated $31.3K.
  • Digital Realty Trust made up 0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #338 holding.
  • BDO Wealth Advisors first reported a position in Digital Realty Trust in Q2 2017 and has held it in 24 quarters since.
  • BDO Wealth Advisors's Digital Realty Trust position peaked at $490K in Q4 2021.
  • 923 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2023.

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