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Clearview Wealth Advisors’s Digital Realty Trust DLR Stock Holding History

Clearview Wealth Advisors’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
Q3 		– Sell
-51
Closed -$5.81K – 239
2023
Q2 		$5.81K Hold
51
– – 0.01% 411
2023
Q1 		$5.01K Hold
51
– – 0.01% 428
2022
Q4 		$5.11K Hold
51
– – ﹤0.01% 394
2022
Q3 		$5K Sell
51
-35
-41% -$4.29K ﹤0.01% 405
2022
Q2 		$11K Sell
86
-61
-41% -$8.43K 0.01% 344
2022
Q1 		$21K Sell
147
-234
-61% -$33.8K 0.01% 295
2021
Q4 		$67K Buy
381
+45
+13% +$7.21K 0.04% 207
2021
Q3 		$49K Sell
336
-52
-13% -$8.16K 0.03% 234
2021
Q2 		$58K Buy
388
+214
+123% +$32.3K 0.04% 229
2021
Q1 		$25K Buy
+174
New +$24K 0.02% 306

Other funds holding DLR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Clearview Wealth Advisors's DLR Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Digital Realty Trust (DLR) in Q3 2023, closing a stake of 51 shares — an estimated $5.81K sold.

Clearview Wealth Advisors first reported a position in DLR in Q1 2021 and held it in 10 quarters. The position peaked at $67K in Q4 2021. 947 funds tracked by Wall St. Rank hold DLR as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Digital Realty Trust position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 51 Digital Realty Trust shares in Q3 2023, an estimated $5.81K.
  • Clearview Wealth Advisors first reported a position in Digital Realty Trust in Q1 2021 and held it in 10 quarters.
  • Clearview Wealth Advisors's Digital Realty Trust position peaked at $67K in Q4 2021.
  • 947 funds tracked by Wall St. Rank held Digital Realty Trust as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.