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

Lowe 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
2021 Q1	–	Sell	-20	Closed	-$3K	–	276
2020 Q4	$3K	Hold	20	–	–	﹤0.01%	221
2020 Q3	$3K	Hold	20	–	–	﹤0.01%	215
2020 Q2	$3K	Hold	20	–	–	﹤0.01%	205
2020 Q1	$3K	Sell	20 -9	-31%	-$1.14K	﹤0.01%	207
2019 Q4	$3K	Hold	29	–	–	﹤0.01%	217
2019 Q3	$4K	Hold	29	–	–	﹤0.01%	202
2019 Q2	$3K	Hold	29	–	–	﹤0.01%	226
2019 Q1	$3K	Sell	29 -10	-26%	-$1.12K	﹤0.01%	196
2018 Q4	$4K	Hold	39	–	–	﹤0.01%	175
2018 Q3	$4K	Hold	39	–	–	﹤0.01%	201
2018 Q2	$4K	Hold	39	–	–	﹤0.01%	176
2018 Q1	$4K	Hold	39	–	–	﹤0.01%	184
2017 Q4	$4K	Hold	39	–	–	﹤0.01%	195
2017 Q3	$5K	Hold	39	–	–	﹤0.01%	181
2017 Q2	$4K	Hold	39	–	–	﹤0.01%	164
2017 Q1	$4K	Buy	39 +10	+34%	+$1.05K	﹤0.01%	160
2016 Q4	$3K	Hold	29	–	–	﹤0.01%	181
2016 Q3	$3K	Hold	29	–	–	﹤0.01%	183
2016 Q2	$3K	Buy	+29	New	+$2.75K	﹤0.01%	177

Other funds holding DLR

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 World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lowe Wealth Advisors's DLR Position: Q1 2021 in Review

Lowe Wealth Advisors sold out of Digital Realty Trust (DLR) in Q1 2021, closing a stake of 20 shares — an estimated $3K sold.

Lowe Wealth Advisors first reported a position in DLR in Q2 2016 and held it in 19 quarters. The position peaked at $5K in Q3 2017. 933 funds tracked by Wall St. Rank hold DLR as of Q1 2021.

Lowe Wealth Advisors reported no remaining Digital Realty Trust position as of Q1 2021 after selling out during the quarter.
Lowe Wealth Advisors sold 20 Digital Realty Trust shares in Q1 2021, an estimated $3K.
Lowe Wealth Advisors first reported a position in Digital Realty Trust in Q2 2016 and held it in 19 quarters.
Lowe Wealth Advisors's Digital Realty Trust position peaked at $5K in Q3 2017.
933 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2021.

Based on Lowe Wealth Advisors's 13F filing for Q1 2021, filed 6 Apr 2021.