Financial Architects (New Jersey)’s Digital Realty Trust DLR Stock Holding History

Financial Architects (New Jersey)’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
2020 Q3	–	Sell	-104	Closed	-$15K	–	397
2020 Q2	$15K	Hold	104	–	–	﹤0.01%	586
2020 Q1	$14K	Hold	104	–	–	﹤0.01%	564
2019 Q4	$12K	Buy	+104	New	+$12.8K	﹤0.01%	651
2017 Q4	–	Sell	-1,506	Closed	-$178K	–	1510
2017 Q3	$178K	Sell	1,506 -96	-6%	-$11.1K	0.03%	349
2017 Q2	$181K	Sell	1,602 -122	-7%	-$14K	0.03%	337
2017 Q1	$184K	Sell	1,724 -102	-6%	-$10.7K	0.03%	310
2016 Q4	$179K	Sell	1,826 -10	-0.5%	-$930	0.04%	269
2016 Q3	$178K	Hold	1,836	–	–	0.05%	277
2016 Q2	$200K	Buy	+1,836	New	+$174K	0.06%	247

Other funds holding DLR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Financial Architects (New Jersey)'s DLR Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of Digital Realty Trust (DLR) in Q3 2020, closing a stake of 104 shares — an estimated $15K sold.

Financial Architects (New Jersey) first reported a position in DLR in Q2 2016 and held it in 9 quarters. The position peaked at $200K in Q2 2016. 889 funds tracked by Wall St. Rank hold DLR as of Q3 2020.

Financial Architects (New Jersey) reported no remaining Digital Realty Trust position as of Q3 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 104 Digital Realty Trust shares in Q3 2020, an estimated $15K.
Financial Architects (New Jersey) first reported a position in Digital Realty Trust in Q2 2016 and held it in 9 quarters.
Financial Architects (New Jersey)'s Digital Realty Trust position peaked at $200K in Q2 2016.
889 funds tracked by Wall St. Rank held Digital Realty Trust as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.