KWAG
DLR icon

Kiely Wealth Advisory Group’s Digital Realty Trust DLR Stock Holding History

Kiely Wealth Advisory Group’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
2024
Q2 		– Sell
-34
Closed -$4.9K – 305
2024
Q1 		$4.9K Buy
+34
New +$4.8K ﹤0.01% 212

Other funds holding DLR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kiely Wealth Advisory Group's DLR Position: Q2 2024 in Review

Kiely Wealth Advisory Group sold out of Digital Realty Trust (DLR) in Q2 2024, closing a stake of 34 shares — an estimated $4.9K sold.

Kiely Wealth Advisory Group first reported a position in DLR in Q1 2024 and held it in 1 quarter. The position peaked at $4.9K in Q1 2024. 1,091 funds tracked by Wall St. Rank hold DLR as of Q2 2024.

  • Kiely Wealth Advisory Group reported no remaining Digital Realty Trust position as of Q2 2024 after selling out during the quarter.
  • Kiely Wealth Advisory Group sold 34 Digital Realty Trust shares in Q2 2024, an estimated $4.9K.
  • Kiely Wealth Advisory Group first reported a position in Digital Realty Trust in Q1 2024 and held it in 1 quarter.
  • Kiely Wealth Advisory Group's Digital Realty Trust position peaked at $4.9K in Q1 2024.
  • 1,091 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2024.

Based on Kiely Wealth Advisory Group's 13F filing for Q2 2024, filed 13 Aug 2024.