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Foresight Wealth Management’s DigitalBridge DBRG Stock Holding History

Foresight 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
2022
Q3 		– Sell
-3,822
Closed -$75K – 117
2022
Q2 		$75K Sell
3,822
-394
-9% -$9.62K 0.02% 115
2022
Q1 		$121K Sell
4,216
-547
-11% -$15.9K 0.02% 111
2021
Q4 		$159K Sell
4,763
-555
-10% -$16.5K ﹤0.01% 118
2021
Q3 		$128K Sell
5,318
-336
-6% -$9.27K 0.03% 111
2021
Q2 		$179K Sell
5,654
-387
-6% -$11.1K 0.04% 120
2021
Q1 		$157K Sell
6,041
-709
-11% -$16K 0.04% 103
2020
Q4 		$130K Sell
6,750
-708
-9% -$11.3K 0.03% 111
2020
Q3 		$81K Sell
7,458
-210
-3% -$2.03K 0.03% 94
2020
Q2 		$74K Buy
7,668
+273
+4% +$2.37K 0.03% 100
2020
Q1 		$52K Buy
7,395
+50
+0.7% +$794 0.04% 91
2019
Q4 		$140K Sell
7,345
-251
-3% -$5.17K 0.09% 99
2019
Q3 		$183K Buy
7,596
+13
+0.2% +$269 0.13% 98
2019
Q2 		$152K Sell
7,583
-2
-0% -$41 0.11% 101
2019
Q1 		$161K Sell
7,585
-262
-3% -$5.85K 0.14% 92
2018
Q4 		$147K Buy
+7,847
New +$180K 0.16% 87

Other funds holding DBRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WI
Wafra Inc New York $5.88M AUM 19.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
RGREA
Ranger Global Real Estate Advisors Denver, Colorado $232M AUM 20.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
AC
Avenir Corporation Alexandria, Virginia $821M AUM 4.23% 1-Year Est. Return

Foresight Wealth Management's DBRG Position: Q3 2022 in Review

Foresight Wealth Management sold out of DigitalBridge (DBRG) in Q3 2022, closing a stake of 3,822 shares — an estimated $75K sold.

Foresight Wealth Management first reported a position in DBRG in Q4 2018 and held it in 15 quarters. The position peaked at $183K in Q3 2019. 247 funds tracked by Wall St. Rank hold DBRG as of Q3 2022.

  • Foresight Wealth Management reported no remaining DigitalBridge position as of Q3 2022 after selling out during the quarter.
  • Foresight Wealth Management sold 3,822 DigitalBridge shares in Q3 2022, an estimated $75K.
  • Foresight Wealth Management first reported a position in DigitalBridge in Q4 2018 and held it in 15 quarters.
  • Foresight Wealth Management's DigitalBridge position peaked at $183K in Q3 2019.
  • 247 funds tracked by Wall St. Rank held DigitalBridge as of Q3 2022.

Based on Foresight Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.