BerganKDV Wealth Management’s Digital Realty Trust DLR Stock Holding History

BerganKDV Wealth Management’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	–	Sell	-50	Closed	-$4.87K	–	916
2023 Q1	$4.87K	Buy	50 +49	+4,900%	+$5.17K	﹤0.01%	694
2022 Q4	$56	Sell	1 -14	-93%	-$1.43K	﹤0.01%	1026
2022 Q3	$2K	Buy	15 +3	+25%	+$368	﹤0.01%	796
2022 Q2	$2K	Sell	12 -2	-14%	-$276	﹤0.01%	815
2022 Q1	$2K	Sell	14 -2	-13%	-$289	﹤0.01%	844
2021 Q4	$3K	Hold	16	–	–	﹤0.01%	851
2021 Q3	$2K	Buy	16 +2	+14%	+$314	﹤0.01%	868
2021 Q2	$2K	Hold	14	–	–	﹤0.01%	802
2021 Q1	$2K	Sell	14 -6	-30%	-$829	﹤0.01%	768
2020 Q4	$3K	Hold	20	–	–	﹤0.01%	724
2020 Q3	$3K	Hold	20	–	–	﹤0.01%	637
2020 Q2	$3K	Buy	20 +14	+233%	+$1.98K	﹤0.01%	693
2020 Q1	$1K	Hold	6	–	–	﹤0.01%	810
2019 Q4	$1K	Buy	+6	New	+$738	﹤0.01%	837

Other funds holding DLR

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

BerganKDV Wealth Management's DLR Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of Digital Realty Trust (DLR) in Q2 2023, closing a stake of 50 shares — an estimated $4.87K sold.

BerganKDV Wealth Management first reported a position in DLR in Q4 2019 and held it in 14 quarters. The position peaked at $4.87K in Q1 2023. 922 funds tracked by Wall St. Rank hold DLR as of Q2 2023.

BerganKDV Wealth Management reported no remaining Digital Realty Trust position as of Q2 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 50 Digital Realty Trust shares in Q2 2023, an estimated $4.87K.
BerganKDV Wealth Management first reported a position in Digital Realty Trust in Q4 2019 and held it in 14 quarters.
BerganKDV Wealth Management's Digital Realty Trust position peaked at $4.87K in Q1 2023.
922 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.