Beacon Pointe Wealth Advisors’s Digital Realty Trust DLR Stock Holding History

Beacon Pointe 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
2019 Q4	$722K	Sell	6,019 -1,557	-21%	-$192K	0.13%	126
2019 Q3	$982K	Sell	7,576 -4,300	-36%	-$523K	0.21%	101
2019 Q2	$1.4M	Buy	11,876 +1,819	+18%	+$217K	0.3%	75
2019 Q1	$1.2M	Buy	10,057 +1,678	+20%	+$187K	0.27%	80
2018 Q4	$891K	Buy	+8,379	New	+$926K	0.32%	81

Other funds holding DLR

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Beacon Pointe Wealth Advisors's DLR Position: Q4 2019 in Review

Beacon Pointe Wealth Advisors reduced its Digital Realty Trust (DLR) stake by 21% in Q4 2019, selling an estimated $192K and leaving 6,019 shares worth $722K. The position accounts for 0.13% of the portfolio, ranked #126.

Beacon Pointe Wealth Advisors first reported a position in DLR in Q4 2018 and has held it in 5 quarters since. The position peaked at $1.4M in Q2 2019. 764 funds tracked by Wall St. Rank hold DLR as of Q4 2019.

Beacon Pointe Wealth Advisors held 6,019 shares of Digital Realty Trust worth $722K as of Q4 2019.
Beacon Pointe Wealth Advisors sold 1,557 Digital Realty Trust shares in Q4 2019, an estimated $192K.
Digital Realty Trust made up 0.13% of Beacon Pointe Wealth Advisors's portfolio in Q4 2019, its #126 holding.
Beacon Pointe Wealth Advisors first reported a position in Digital Realty Trust in Q4 2018 and has held it in 5 quarters since.
Beacon Pointe Wealth Advisors's Digital Realty Trust position peaked at $1.4M in Q2 2019.
764 funds tracked by Wall St. Rank held Digital Realty Trust as of Q4 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q4 2019, filed 14 Feb 2020.