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Jeppson Wealth Management’s Digital Realty Trust DLR Stock Holding History

Jeppson 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
2020
Q4 		– Sell
-503
Closed -$74K – 209
2020
Q3 		$74K Buy
+503
New +$75.4K 0.06% 193

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jeppson Wealth Management's DLR Position: Q4 2020 in Review

Jeppson Wealth Management sold out of Digital Realty Trust (DLR) in Q4 2020, closing a stake of 503 shares — an estimated $74K sold.

Jeppson Wealth Management first reported a position in DLR in Q3 2020 and held it in 1 quarter. The position peaked at $74K in Q3 2020. 931 funds tracked by Wall St. Rank hold DLR as of Q4 2020.

  • Jeppson Wealth Management reported no remaining Digital Realty Trust position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 503 Digital Realty Trust shares in Q4 2020, an estimated $74K.
  • Jeppson Wealth Management first reported a position in Digital Realty Trust in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's Digital Realty Trust position peaked at $74K in Q3 2020.
  • 931 funds tracked by Wall St. Rank held Digital Realty Trust as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.