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Independent Solutions Wealth Management’s Digital Realty Trust DLR Stock Holding History

Independent Solutions Wealth Management’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
2022
Q1 		– Sell
-1,232
Closed -$218K – 220
2021
Q4 		$218K Sell
1,232
-1,562
-56% -$250K 0.05% 216
2021
Q3 		$404K Buy
2,794
+110
+4% +$17.3K 0.1% 153
2021
Q2 		$404K Buy
2,684
+1,036
+63% +$157K 0.1% 151
2021
Q1 		$232K Buy
+1,648
New +$228K 0.06% 178

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Independent Solutions Wealth Management's DLR Position: Q1 2022 in Review

Independent Solutions Wealth Management sold out of Digital Realty Trust (DLR) in Q1 2022, closing a stake of 1,232 shares — an estimated $218K sold.

Independent Solutions Wealth Management first reported a position in DLR in Q1 2021 and held it in 4 quarters. The position peaked at $404K in Q2 2021. 1,029 funds tracked by Wall St. Rank hold DLR as of Q1 2022.

  • Independent Solutions Wealth Management reported no remaining Digital Realty Trust position as of Q1 2022 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 1,232 Digital Realty Trust shares in Q1 2022, an estimated $218K.
  • Independent Solutions Wealth Management first reported a position in Digital Realty Trust in Q1 2021 and held it in 4 quarters.
  • Independent Solutions Wealth Management's Digital Realty Trust position peaked at $404K in Q2 2021.
  • 1,029 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2022.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2022, filed 19 Dec 2024.