BSW
DBRG

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 $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
LPAM
Legion Partners Asset Management Los Angeles, California $40.6M AUM 156.55% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Buckingham Strategic Wealth's DBRG Position: Q2 2021 in Review

Buckingham Strategic Wealth sold out of DigitalBridge (DBRG) in Q2 2021, closing a stake of 2,843 shares — an estimated $74K sold.

Buckingham Strategic Wealth first reported a position in DBRG in Q2 2019 and held it in 8 quarters. The position peaked at $200K in Q3 2020. 297 funds tracked by Wall St. Rank hold DBRG as of Q2 2021.

  • Buckingham Strategic Wealth reported no remaining DigitalBridge position as of Q2 2021 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 2,843 DigitalBridge shares in Q2 2021, an estimated $74K.
  • Buckingham Strategic Wealth first reported a position in DigitalBridge in Q2 2019 and held it in 8 quarters.
  • Buckingham Strategic Wealth's DigitalBridge position peaked at $200K in Q3 2020.
  • 297 funds tracked by Wall St. Rank held DigitalBridge as of Q2 2021.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2021, filed 6 Aug 2021.