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

Catalyst 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
Q1 		– Sell
-2,280
Closed -$229K – 123
2022
Q4 		$229K Buy
+2,280
New +$233K 0.22% 113

Other funds holding DLR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Catalyst Wealth Management's DLR Position: Q1 2023 in Review

Catalyst Wealth Management sold out of Digital Realty Trust (DLR) in Q1 2023, closing a stake of 2,280 shares — an estimated $229K sold.

Catalyst Wealth Management first reported a position in DLR in Q4 2022 and held it in 1 quarter. The position peaked at $229K in Q4 2022. 916 funds tracked by Wall St. Rank hold DLR as of Q1 2023.

  • Catalyst Wealth Management reported no remaining Digital Realty Trust position as of Q1 2023 after selling out during the quarter.
  • Catalyst Wealth Management sold 2,280 Digital Realty Trust shares in Q1 2023, an estimated $229K.
  • Catalyst Wealth Management first reported a position in Digital Realty Trust in Q4 2022 and held it in 1 quarter.
  • Catalyst Wealth Management's Digital Realty Trust position peaked at $229K in Q4 2022.
  • 916 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2023.

Based on Catalyst Wealth Management's 13F filing for Q1 2023, filed 11 Apr 2023.