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Evoke Wealth’s Digital Realty Trust DLR Stock Holding History

Evoke Wealth’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
Q4 		– Sell
-418
Closed -$41K – 573
2022
Q3 		$41K Sell
418
-41
-9% -$5.03K ﹤0.01% 546
2022
Q2 		$60K Sell
459
-3
-0.6% -$414 ﹤0.01% 489
2022
Q1 		$66K Buy
462
+11
+2% +$1.59K ﹤0.01% 485
2021
Q4 		$80K Buy
451
+12
+3% +$1.92K ﹤0.01% 474
2021
Q3 		$63K Sell
439
-2
-0.5% -$314 ﹤0.01% 482
2021
Q2 		$66K Sell
441
-3
-0.7% -$453 ﹤0.01% 495
2021
Q1 		$63K Sell
444
-21
-5% -$2.9K ﹤0.01% 426
2020
Q4 		$65K Buy
465
+11
+2% +$1.57K ﹤0.01% 345
2020
Q3 		$67K Sell
454
-12
-3% -$1.8K 0.01% 328
2020
Q2 		$66K Buy
466
+36
+8% +$5.1K 0.01% 318
2020
Q1 		$59.7K Sell
430
-312
-42% -$39.7K 0.01% 327
2019
Q4 		$89.7K Buy
742
+4
+0.5% +$492 0.01% 336
2019
Q3 		$95.8K Buy
+738
New +$89.8K 0.01% 368

Other funds holding DLR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Evoke Wealth's DLR Position: Q4 2022 in Review

Evoke Wealth sold out of Digital Realty Trust (DLR) in Q4 2022, closing a stake of 418 shares — an estimated $41K sold.

Evoke Wealth first reported a position in DLR in Q3 2019 and held it in 13 quarters. The position peaked at $95.8K in Q3 2019. 964 funds tracked by Wall St. Rank hold DLR as of Q4 2022.

  • Evoke Wealth reported no remaining Digital Realty Trust position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 418 Digital Realty Trust shares in Q4 2022, an estimated $41K.
  • Evoke Wealth first reported a position in Digital Realty Trust in Q3 2019 and held it in 13 quarters.
  • Evoke Wealth's Digital Realty Trust position peaked at $95.8K in Q3 2019.
  • 964 funds tracked by Wall St. Rank held Digital Realty Trust as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.