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

Heritage 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
2020
Q1 		– Sell
-9
Closed -$1.08K – 474
2019
Q4 		$1.08K Buy
+9
New +$1.11K ﹤0.01% 661

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Heritage Wealth Advisors's DLR Position: Q1 2020 in Review

Heritage Wealth Advisors sold out of Digital Realty Trust (DLR) in Q1 2020, closing a stake of 9 shares — an estimated $1.08K sold.

Heritage Wealth Advisors first reported a position in DLR in Q4 2019 and held it in 1 quarter. The position peaked at $1.08K in Q4 2019. 817 funds tracked by Wall St. Rank hold DLR as of Q1 2020.

  • Heritage Wealth Advisors reported no remaining Digital Realty Trust position as of Q1 2020 after selling out during the quarter.
  • Heritage Wealth Advisors sold 9 Digital Realty Trust shares in Q1 2020, an estimated $1.08K.
  • Heritage Wealth Advisors first reported a position in Digital Realty Trust in Q4 2019 and held it in 1 quarter.
  • Heritage Wealth Advisors's Digital Realty Trust position peaked at $1.08K in Q4 2019.
  • 817 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2020.

Based on Heritage Wealth Advisors's 13F filing for Q1 2020, filed 5 May 2020.