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Clearstead Advisors’s DigitalBridge DBRG Stock Holding History

Clearstead 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
2025
Q4 		– Sell
-771
Closed -$9.02K – 2874
2025
Q3 		$9.02K Hold
771
– – ﹤0.01% 1957
2025
Q2 		$7.98K Buy
+771
New +$7.35K ﹤0.01% 1962
2024
Q3 		– Sell
-97
Closed -$1.33K – 2055
2024
Q2 		$1.33K Buy
+97
New +$1.46K ﹤0.01% 1870
2023
Q3 		– Sell
-115
Closed -$1.7K – 1533
2023
Q2 		$1.7K Hold
115
– – ﹤0.01% 1187
2023
Q1 		$1.38K Hold
115
– – ﹤0.01% 1194
2022
Q4 		$1.26K Hold
115
– – ﹤0.01% 1145
2022
Q3 		$1K Hold
115
– – ﹤0.01% 1136
2022
Q2 		$2K Buy
115
+25
+28% +$610 ﹤0.01% 1101
2022
Q1 		$3K Buy
+90
New +$2.62K ﹤0.01% 1143

Other funds holding DBRG

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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $14.1B AUM 58.13% 1-Year Est. Return
KC
Kryger Capital London, United Kingdom $1.41B AUM 86.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return