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

Lineweaver 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 Q2	–	Sell	-4,209	Closed	-$596K	–	133
2022 Q1	$596K	Buy	4,209 +786	+23%	+$114K	0.17%	85
2021 Q4	$605K	Buy	3,423 +225	+7%	+$36K	0.17%	80
2021 Q3	$461K	Buy	3,198 +423	+15%	+$66.4K	0.14%	85
2021 Q2	$417K	Sell	2,775 -51	-2%	-$7.71K	0.14%	76
2021 Q1	$398K	Buy	2,826 +136	+5%	+$18.8K	0.14%	73
2020 Q4	$375K	Sell	2,690 -200	-7%	-$28.6K	0.15%	66
2020 Q3	$424K	Buy	+2,890	New	+$433K	0.19%	56

Other funds holding DLR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Lineweaver Wealth Advisors's DLR Position: Q2 2022 in Review

Lineweaver Wealth Advisors sold out of Digital Realty Trust (DLR) in Q2 2022, closing a stake of 4,209 shares — an estimated $596K sold.

Lineweaver Wealth Advisors first reported a position in DLR in Q3 2020 and held it in 7 quarters. The position peaked at $605K in Q4 2021. 1,000 funds tracked by Wall St. Rank hold DLR as of Q2 2022.

Lineweaver Wealth Advisors reported no remaining Digital Realty Trust position as of Q2 2022 after selling out during the quarter.
Lineweaver Wealth Advisors sold 4,209 Digital Realty Trust shares in Q2 2022, an estimated $596K.
Lineweaver Wealth Advisors first reported a position in Digital Realty Trust in Q3 2020 and held it in 7 quarters.
Lineweaver Wealth Advisors's Digital Realty Trust position peaked at $605K in Q4 2021.
1,000 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2022.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2022, filed 26 Jul 2022.