BWA
DBRG

Burt Wealth Advisors’s DigitalBridge DBRG Stock Holding History

Burt Wealth Advisors’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
2020
Q3 		– Sell
-63
Closed -$1K – 406
2020
Q2 		$1K Hold
63
– – ﹤0.01% 373
2020
Q1 		$0 Buy
+63
New +$1K ﹤0.01% 409
2016
Q2 		– Sell
-31
Closed -$1K – 456
2016
Q1 		$1K Buy
+31
New +$1.37K ﹤0.01% 494

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
BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
RGREA
Ranger Global Real Estate Advisors Denver, Colorado $232M AUM 20.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Burt Wealth Advisors's DBRG Position: Q3 2020 in Review

Burt Wealth Advisors sold out of DigitalBridge (DBRG) in Q3 2020, closing a stake of 63 shares — an estimated $1K sold.

Burt Wealth Advisors first reported a position in DBRG in Q1 2016 and held it in 3 quarters. The position peaked at $1K in Q2 2020. 279 funds tracked by Wall St. Rank hold DBRG as of Q3 2020.

  • Burt Wealth Advisors reported no remaining DigitalBridge position as of Q3 2020 after selling out during the quarter.
  • Burt Wealth Advisors sold 63 DigitalBridge shares in Q3 2020, an estimated $1K.
  • Burt Wealth Advisors first reported a position in DigitalBridge in Q1 2016 and held it in 3 quarters.
  • Burt Wealth Advisors's DigitalBridge position peaked at $1K in Q2 2020.
  • 279 funds tracked by Wall St. Rank held DigitalBridge as of Q3 2020.

Based on Burt Wealth Advisors's 13F filing for Q3 2020, filed 10 Nov 2020.