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

Evolution 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
2021
Q4 		– Sell
-31
Closed -$4K – 282
2021
Q3 		$4K Hold
31
– – ﹤0.01% 547
2021
Q2 		$5K Hold
31
– – ﹤0.01% 505
2021
Q1 		$4K Hold
31
– – ﹤0.01% 549
2020
Q4 		$4K Sell
31
-7
-18% -$1K ﹤0.01% 472
2020
Q3 		$6K Hold
38
– – ﹤0.01% 412
2020
Q2 		$5K Buy
+38
New +$5.38K ﹤0.01% 363
2020
Q1 		– Sell
-32
Closed -$4K – 394
2019
Q4 		$4K Buy
32
+1
+3% +$123 ﹤0.01% 435
2019
Q3 		$4K Hold
31
– – ﹤0.01% 305
2019
Q2 		$4K Buy
+31
New +$3.69K ﹤0.01% 286

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Evolution Wealth Advisors's DLR Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Digital Realty Trust (DLR) in Q4 2021, closing a stake of 31 shares — an estimated $4K sold.

Evolution Wealth Advisors first reported a position in DLR in Q2 2019 and held it in 9 quarters. The position peaked at $6K in Q3 2020. 1,066 funds tracked by Wall St. Rank hold DLR as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Digital Realty Trust position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 31 Digital Realty Trust shares in Q4 2021, an estimated $4K.
  • Evolution Wealth Advisors first reported a position in Digital Realty Trust in Q2 2019 and held it in 9 quarters.
  • Evolution Wealth Advisors's Digital Realty Trust position peaked at $6K in Q3 2020.
  • 1,066 funds tracked by Wall St. Rank held Digital Realty Trust as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.