EWM
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Edge Wealth Management’s DigitalBridge DBRG Stock Holding History

Edge 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
2020
Q4 		– Sell
-7,750
Closed -$85K – 401
2020
Q3 		$85K Hold
7,750
– – 0.02% 159
2020
Q2 		$74K Sell
7,750
-500
-6% -$4.34K 0.01% 233
2020
Q1 		$54K Buy
8,250
+2,375
+40% +$37.7K 0.01% 230
2019
Q4 		$111K Hold
5,875
– – 0.02% 183
2019
Q3 		$141K Hold
5,875
– – 0.03% 161
2019
Q2 		$119K Sell
5,875
-1,000
-15% -$20.7K 0.03% 179
2019
Q1 		$146K Buy
6,875
+750
+12% +$16.7K 0.04% 155
2018
Q4 		$115K Buy
6,125
+1,125
+23% +$25.7K 0.03% 175
2018
Q3 		$122K Buy
5,000
+1,750
+54% +$42.9K 0.03% 184
2018
Q2 		$81K Buy
+3,250
New +$77.7K 0.02% 206

Other funds holding DBRG

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
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LPAM
Legion Partners Asset Management Los Angeles, California $138M AUM 53.69% 1-Year Est. Return
TP
Thunderbird Partners London, United Kingdom $113M AUM 8.51% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return