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Mayflower Financial Advisors’s Digital Realty Trust DLR Stock Holding History

Mayflower Financial 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
-4,667
Closed -$662K – 339
2022
Q1 		$662K Buy
4,667
+214
+5% +$30.9K 0.09% 163
2021
Q4 		$788K Buy
4,453
+75
+2% +$12K 0.1% 136
2021
Q3 		$656K Buy
4,378
+2,704
+162% +$424K 0.09% 156
2021
Q2 		$252K Buy
1,674
+10
+0.6% +$1.51K 0.03% 271
2021
Q1 		$234K Buy
+1,664
New +$230K 0.03% 261

Other funds holding DLR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Mayflower Financial Advisors's DLR Position: Q2 2022 in Review

Mayflower Financial Advisors sold out of Digital Realty Trust (DLR) in Q2 2022, closing a stake of 4,667 shares — an estimated $662K sold.

Mayflower Financial Advisors first reported a position in DLR in Q1 2021 and held it in 5 quarters. The position peaked at $788K in Q4 2021. 1,000 funds tracked by Wall St. Rank hold DLR as of Q2 2022.

  • Mayflower Financial Advisors reported no remaining Digital Realty Trust position as of Q2 2022 after selling out during the quarter.
  • Mayflower Financial Advisors sold 4,667 Digital Realty Trust shares in Q2 2022, an estimated $662K.
  • Mayflower Financial Advisors first reported a position in Digital Realty Trust in Q1 2021 and held it in 5 quarters.
  • Mayflower Financial Advisors's Digital Realty Trust position peaked at $788K in Q4 2021.
  • 1,000 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2022.

Based on Mayflower Financial Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.