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Buckingham Strategic Wealth’s DigitalBridge DBRG Stock Holding History

Buckingham Strategic Wealth’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
2021
Q2 		– Sell
-2,843
Closed -$74K – 592
2021
Q1 		$74K Sell
2,843
-2,250
-44% -$50.6K ﹤0.01% 539
2020
Q4 		$98K Sell
5,093
-13,196
-72% -$211K 0.01% 521
2020
Q3 		$200K Buy
18,289
+12,622
+223% +$122K 0.02% 453
2020
Q2 		$54K Buy
5,667
+267
+5% +$2.32K 0.01% 399
2020
Q1 		$38K Sell
5,400
-325
-6% -$5.16K ﹤0.01% 451
2019
Q4 		$109K Hold
5,725
– – 0.01% 446
2019
Q3 		$138K Buy
5,725
+2,650
+86% +$54.8K 0.02% 413
2019
Q2 		$62K Buy
+3,075
New +$63.7K 0.01% 434

Other funds holding DBRG

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
LPAM
Legion Partners Asset Management Los Angeles, California $138M AUM 53.69% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return