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Litman Gregory Wealth Management’s Digital Realty Trust DLR Stock Holding History

Litman Gregory 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
2020
Q4 		– Sell
-48
Closed -$7K – 203
2020
Q3 		$7K Buy
+48
New +$7.19K ﹤0.01% 160
2020
Q1 		– Sell
-33
Closed -$4K – 176
2019
Q4 		$4K Buy
+33
New +$4.06K ﹤0.01% 180

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Litman Gregory Wealth Management's DLR Position: Q4 2020 in Review

Litman Gregory Wealth Management sold out of Digital Realty Trust (DLR) in Q4 2020, closing a stake of 48 shares — an estimated $7K sold.

Litman Gregory Wealth Management first reported a position in DLR in Q4 2019 and held it in 2 quarters. The position peaked at $7K in Q3 2020. 933 funds tracked by Wall St. Rank hold DLR as of Q4 2020.

  • Litman Gregory Wealth Management reported no remaining Digital Realty Trust position as of Q4 2020 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 48 Digital Realty Trust shares in Q4 2020, an estimated $7K.
  • Litman Gregory Wealth Management first reported a position in Digital Realty Trust in Q4 2019 and held it in 2 quarters.
  • Litman Gregory Wealth Management's Digital Realty Trust position peaked at $7K in Q3 2020.
  • 933 funds tracked by Wall St. Rank held Digital Realty Trust as of Q4 2020.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2020, filed 5 Feb 2021.