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Global Wealth Management Investment Advisory’s DigitalBridge DBRG Stock Holding History

Global Wealth Management Investment Advisory’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
2024
Q1 		– Sell
-150
Closed -$2.63K – 212
2023
Q4 		$2.63K Hold
150
– – ﹤0.01% 379
2023
Q3 		$2.64K Hold
150
– – ﹤0.01% 368
2023
Q2 		$2.21K Buy
+150
New +$1.84K ﹤0.01% 384
2022
Q3 		– Sell
-250
Closed -$5K – 222
2022
Q2 		$5K Sell
250
-50
-17% -$1.22K ﹤0.01% 333
2022
Q1 		$9K Buy
300
+50
+20% +$1.46K ﹤0.01% 324
2021
Q4 		$8K Hold
250
– – ﹤0.01% 325
2021
Q3 		$6K Hold
250
– – ﹤0.01% 350
2021
Q2 		$8K Hold
250
– – ﹤0.01% 310
2021
Q1 		$6K Hold
250
– – ﹤0.01% 342
2020
Q4 		$5K Buy
250
+50
+25% +$800 ﹤0.01% 326
2020
Q3 		$2K Buy
+200
New +$1.94K ﹤0.01% 377

Other funds holding DBRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WI
Wafra Inc New York $5.95M AUM 6.19% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
WHCM
Wolf Hill Capital Management Greenwich, Connecticut $1.03B AUM 80.44% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return