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

Lenox 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
2022
Q1 		$1K Sell
6
-8
-57% -$1.16K ﹤0.01% 698
2021
Q4 		$2K Buy
14
+11
+367% +$1.76K ﹤0.01% 706
2021
Q3 		$0 Buy
+3
New +$471 ﹤0.01% 729
2021
Q1 		– Sell
-124
Closed -$17K – 696
2020
Q4 		$17K Hold
124
– – ﹤0.01% 340
2020
Q3 		$18K Buy
+124
New +$18.6K ﹤0.01% 298

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Lenox Wealth Advisors's DLR Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its Digital Realty Trust (DLR) stake by 57% in Q1 2022, selling an estimated $1.16K and leaving 6 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #698.

Lenox Wealth Advisors first reported a position in DLR in Q3 2020 and has held it in 5 quarters since. The position peaked at $18K in Q3 2020. 1,027 funds tracked by Wall St. Rank hold DLR as of Q1 2022.

  • Lenox Wealth Advisors held 6 shares of Digital Realty Trust worth $1K as of Q1 2022.
  • Lenox Wealth Advisors sold 8 Digital Realty Trust shares in Q1 2022, an estimated $1.16K.
  • Digital Realty Trust made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #698 holding.
  • Lenox Wealth Advisors first reported a position in Digital Realty Trust in Q3 2020 and has held it in 5 quarters since.
  • Lenox Wealth Advisors's Digital Realty Trust position peaked at $18K in Q3 2020.
  • 1,027 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.