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Loring Wolcott & Coolidge Fiduciary Advisors’s Digital Realty Trust DLR Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2021
Q4 		– Sell
-58
Closed -$8K – 730
2021
Q3 		$8K Buy
+58
New +$9.1K ﹤0.01% 615
2014
Q3 		– Sell
-700
Closed -$41K – 596
2014
Q2 		$41K Buy
+700
New +$39.2K ﹤0.01% 449

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
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

Loring Wolcott & Coolidge Fiduciary Advisors's DLR Position: Q4 2021 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Digital Realty Trust (DLR) in Q4 2021, closing a stake of 58 shares — an estimated $8K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in DLR in Q2 2014 and held it in 2 quarters. The position peaked at $41K in Q2 2014. 1,067 funds tracked by Wall St. Rank hold DLR as of Q4 2021.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Digital Realty Trust position as of Q4 2021 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 58 Digital Realty Trust shares in Q4 2021, an estimated $8K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Digital Realty Trust in Q2 2014 and held it in 2 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Digital Realty Trust position peaked at $41K in Q2 2014.
  • 1,067 funds tracked by Wall St. Rank held Digital Realty Trust as of Q4 2021.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.