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Cherry Tree Wealth Management’s DigitalBridge DBRG Stock Holding History

Cherry Tree Wealth Management’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
2025
Q1 		– Sell
-215
Closed -$2.43K – 760
2024
Q4 		$2.43K Hold
215
– – ﹤0.01% 527
2024
Q3 		$3.04K Hold
215
– – ﹤0.01% 513
2024
Q2 		$2.95K Hold
215
– – ﹤0.01% 494
2024
Q1 		$4.14K Hold
215
– – ﹤0.01% 456
2023
Q4 		$3.77K Hold
215
– – ﹤0.01% 454
2023
Q3 		$3.78K Hold
215
– – ﹤0.01% 436
2023
Q2 		$3.16K Buy
+215
New +$2.64K ﹤0.01% 458

Other funds holding DBRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WI
Wafra Inc New York $5.88M AUM 19.88% 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
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Cherry Tree Wealth Management's DBRG Position: Q1 2025 in Review

Cherry Tree Wealth Management sold out of DigitalBridge (DBRG) in Q1 2025, closing a stake of 215 shares — an estimated $2.43K sold.

Cherry Tree Wealth Management first reported a position in DBRG in Q2 2023 and held it in 7 quarters. The position peaked at $4.14K in Q1 2024. 302 funds tracked by Wall St. Rank hold DBRG as of Q1 2025.

  • Cherry Tree Wealth Management reported no remaining DigitalBridge position as of Q1 2025 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 215 DigitalBridge shares in Q1 2025, an estimated $2.43K.
  • Cherry Tree Wealth Management first reported a position in DigitalBridge in Q2 2023 and held it in 7 quarters.
  • Cherry Tree Wealth Management's DigitalBridge position peaked at $4.14K in Q1 2024.
  • 302 funds tracked by Wall St. Rank held DigitalBridge as of Q1 2025.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.