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

Liberty 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
2021
Q4 		– Sell
-326
Closed -$49K – 399
2021
Q3 		$49K Buy
326
+164
+101% +$25.7K 0.02% 429
2021
Q2 		$24K Buy
+162
New +$24.5K 0.01% 469
2020
Q1 		– Sell
-543
Closed -$65K – 902
2019
Q4 		$65K Hold
543
– – 0.05% 214
2019
Q3 		$70K Hold
543
– – 0.07% 181
2019
Q2 		$64K Hold
543
– – 0.06% 215
2019
Q1 		$64K Hold
543
– – 0.05% 177
2018
Q4 		$57K Buy
+543
New +$60K 0.04% 175

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Liberty Wealth Management sold out of Digital Realty Trust (DLR) in Q4 2021, closing a stake of 326 shares — an estimated $49K sold.

Liberty Wealth Management first reported a position in DLR in Q4 2018 and held it in 7 quarters. The position peaked at $70K in Q3 2019. 1,066 funds tracked by Wall St. Rank hold DLR as of Q4 2021.

  • Liberty Wealth Management reported no remaining Digital Realty Trust position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 326 Digital Realty Trust shares in Q4 2021, an estimated $49K.
  • Liberty Wealth Management first reported a position in Digital Realty Trust in Q4 2018 and held it in 7 quarters.
  • Liberty Wealth Management's Digital Realty Trust position peaked at $70K in Q3 2019.
  • 1,066 funds tracked by Wall St. Rank held Digital Realty Trust as of Q4 2021.

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