EWA
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EP Wealth Advisors’s DigitalBridge DBRG Stock Holding History

EP Wealth 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
2023
Q3 		– Sell
-536,253
Closed -$243K – 758
2023
Q2 		$243K Buy
536,253
+529,406
+7,732% +$6.5M ﹤0.01% 607
2023
Q1 		$400K Sell
6,847
-9,678
-59% -$122K 0.01% 437
2022
Q4 		$181K Sell
16,525
-375
-2% -$4.87K ﹤0.01% 563
2022
Q3 		$211K Buy
16,900
+375
+2% +$7.22K ﹤0.01% 308
2022
Q2 		$323K Sell
16,525
-375
-2% -$9.15K 0.01% 464
2022
Q1 		$487K Buy
+16,900
New +$492K 0.01% 386

Other funds holding DBRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WI
Wafra Inc New York $5.95M AUM 6.19% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WHCM
Wolf Hill Capital Management Greenwich, Connecticut $1.03B AUM 80.44% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LPAM
Legion Partners Asset Management Los Angeles, California $138M AUM 53.69% 1-Year Est. Return
AC
Avenir Corporation Alexandria, Virginia $820M AUM 2.4% 1-Year Est. Return