Lucia Wealth Services’s Digital Realty Trust DLR Stock Holding History

Lucia Wealth Services’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 Q3	$773K	Buy	5,269 +411	+8%	+$61.6K	0.18%	92
2020 Q2	$690K	Buy	4,858 +66	+1%	+$9.34K	0.18%	88
2020 Q1	$666K	Buy	+4,792	New	+$609K	0.22%	81
2018 Q4	–	Sell	-544	Closed	-$61K	–	185
2018 Q3	$61K	Buy	544 +50	+10%	+$5.99K	0.02%	181
2018 Q2	$55K	Buy	494 +207	+72%	+$22K	0.02%	159
2018 Q1	$30K	Buy	+287	New	+$30.3K	0.01%	159

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lucia Wealth Services's DLR Position: Q3 2020 in Review

Lucia Wealth Services increased its Digital Realty Trust (DLR) stake by 8.5% in Q3 2020, buying an estimated $61.6K and bringing the position to 5,269 shares worth $773K. The position accounts for 0.18% of the portfolio, ranked #92.

Lucia Wealth Services first reported a position in DLR in Q1 2018 and has held it in 6 quarters since. 889 funds tracked by Wall St. Rank hold DLR as of Q3 2020.

Lucia Wealth Services held 5,269 shares of Digital Realty Trust worth $773K as of Q3 2020.
Lucia Wealth Services bought 411 Digital Realty Trust shares in Q3 2020, an estimated $61.6K.
Digital Realty Trust made up 0.18% of Lucia Wealth Services's portfolio in Q3 2020, its #92 holding.
Lucia Wealth Services first reported a position in Digital Realty Trust in Q1 2018 and has held it in 6 quarters since.
889 funds tracked by Wall St. Rank held Digital Realty Trust as of Q3 2020.

Based on Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.