CFFP
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Center for Financial Planning’s Digital Realty Trust DLR Stock Holding History

Center for Financial Planning’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
2020
Q2 		– Sell
-118
Closed -$16K – 486
2020
Q1 		$16K Buy
+118
New +$15K 0.01% 275

Other funds holding DLR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Center for Financial Planning's DLR Position: Q2 2020 in Review

Center for Financial Planning sold out of Digital Realty Trust (DLR) in Q2 2020, closing a stake of 118 shares — an estimated $16K sold.

Center for Financial Planning first reported a position in DLR in Q1 2020 and held it in 1 quarter. The position peaked at $16K in Q1 2020. 861 funds tracked by Wall St. Rank hold DLR as of Q2 2020.

  • Center for Financial Planning reported no remaining Digital Realty Trust position as of Q2 2020 after selling out during the quarter.
  • Center for Financial Planning sold 118 Digital Realty Trust shares in Q2 2020, an estimated $16K.
  • Center for Financial Planning first reported a position in Digital Realty Trust in Q1 2020 and held it in 1 quarter.
  • Center for Financial Planning's Digital Realty Trust position peaked at $16K in Q1 2020.
  • 861 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2020.

Based on Center for Financial Planning's 13F filing for Q2 2020, filed 6 Aug 2020.