Liberty Wealth Management’s DigitalBridge DBRG Stock Holding History

Liberty Wealth Management’s Portfolio DBRG Stock Details DBRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-166	Closed	-$4K	–	377
2021 Q3	$4K	Hold	166	–	–	﹤0.01%	968
2021 Q2	$5K	Hold	166	–	–	﹤0.01%	780
2021 Q1	$3K	Hold	166	–	–	﹤0.01%	766
2020 Q4	$3K	Sell	166 -2	-1%	-$32	﹤0.01%	762
2020 Q3	$2K	Sell	168 -375	-69%	-$3.63K	﹤0.01%	756
2020 Q2	$5K	Buy	543 +383	+239%	+$3.32K	﹤0.01%	596
2020 Q1	$1K	Buy	160 +4	+3%	+$63	﹤0.01%	782
2019 Q4	$3K	Buy	156 +3	+2%	+$62	﹤0.01%	724
2019 Q3	$4K	Buy	153 +3	+2%	+$62	﹤0.01%	663
2019 Q2	$3K	Buy	150 +3	+2%	+$62	﹤0.01%	719
2019 Q1	$3K	Sell	147 -213	-59%	-$4.75K	﹤0.01%	586
2018 Q4	$6K	Buy	+360	New	+$8.24K	﹤0.01%	507

Other funds holding DBRG

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ACM

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

LPAM

Legion Partners Asset Management Los Angeles, California $138M AUM 53.69% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Liberty Wealth Management's DBRG Position: Q4 2021 in Review

Liberty Wealth Management sold out of DigitalBridge (DBRG) in Q4 2021, closing a stake of 166 shares — an estimated $4K sold.

Liberty Wealth Management first reported a position in DBRG in Q4 2018 and held it in 12 quarters. The position peaked at $6K in Q4 2018. 332 funds tracked by Wall St. Rank hold DBRG as of Q4 2021.

Liberty Wealth Management reported no remaining DigitalBridge position as of Q4 2021 after selling out during the quarter.
Liberty Wealth Management sold 166 DigitalBridge shares in Q4 2021, an estimated $4K.
Liberty Wealth Management first reported a position in DigitalBridge in Q4 2018 and held it in 12 quarters.
Liberty Wealth Management's DigitalBridge position peaked at $6K in Q4 2018.
332 funds tracked by Wall St. Rank held DigitalBridge as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.