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

Curi 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
2022
Q3 		– Sell
-1
Closed – – 324
2022
Q2 		$0 Hold
1
– – ﹤0.01% 649
2022
Q1 		$0 Hold
1
– – ﹤0.01% 543
2021
Q4 		$0 Buy
+1
New +$160 ﹤0.01% 512
2021
Q1 		– Sell
-1
Closed – – 204
2020
Q4 		$0 Buy
+1
New +$143 ﹤0.01% 420

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
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Curi Wealth Management's DLR Position: Q3 2022 in Review

Curi Wealth Management sold out of Digital Realty Trust (DLR) in Q3 2022, closing a stake of 1 share.

Curi Wealth Management first reported a position in DLR in Q4 2020 and held it in 4 quarters. The position peaked at $0 in Q2 2022. 942 funds tracked by Wall St. Rank hold DLR as of Q3 2022.

  • Curi Wealth Management reported no remaining Digital Realty Trust position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 1 Digital Realty Trust share in Q3 2022.
  • Curi Wealth Management first reported a position in Digital Realty Trust in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's Digital Realty Trust position peaked at $0 in Q2 2022.
  • 942 funds tracked by Wall St. Rank held Digital Realty Trust as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.