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

FSM 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
2023 Q3	–	Sell	-2,203	Closed	-$256K	–	152
2023 Q2	$256K	Buy	+2,203	New	+$218K	0.13%	130

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

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

AAMU

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

FSM Wealth Advisors's DLR Position: Q3 2023 in Review

FSM Wealth Advisors sold out of Digital Realty Trust (DLR) in Q3 2023, closing a stake of 2,203 shares — an estimated $256K sold.

FSM Wealth Advisors first reported a position in DLR in Q2 2023 and held it in 1 quarter. The position peaked at $256K in Q2 2023. 947 funds tracked by Wall St. Rank hold DLR as of Q3 2023.

FSM Wealth Advisors reported no remaining Digital Realty Trust position as of Q3 2023 after selling out during the quarter.
FSM Wealth Advisors sold 2,203 Digital Realty Trust shares in Q3 2023, an estimated $256K.
FSM Wealth Advisors first reported a position in Digital Realty Trust in Q2 2023 and held it in 1 quarter.
FSM Wealth Advisors's Digital Realty Trust position peaked at $256K in Q2 2023.
947 funds tracked by Wall St. Rank held Digital Realty Trust as of Q3 2023.

Based on FSM Wealth Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.