Oakwell Private Wealth Management’s Digital Realty Trust DLR Stock Holding History

Oakwell Private 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
2022 Q2	–	Sell	-1,653	Closed	-$234K	–	61
2022 Q1	$234K	Sell	1,653 -763	-32%	-$110K	0.12%	56
2021 Q4	$427K	Sell	2,416 -35	-1%	-$5.61K	0.21%	47
2021 Q3	$354K	Sell	2,451 -4,346	-64%	-$682K	0.19%	52
2021 Q2	$1.02M	Buy	6,797 +627	+10%	+$94.8K	0.66%	26
2021 Q1	$869K	Buy	6,170 +41	+0.7%	+$5.67K	0.62%	28
2020 Q4	$855K	Buy	+6,129	New	+$876K	0.67%	27

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Oakwell Private Wealth Management's DLR Position: Q2 2022 in Review

Oakwell Private Wealth Management sold out of Digital Realty Trust (DLR) in Q2 2022, closing a stake of 1,653 shares — an estimated $234K sold.

Oakwell Private Wealth Management first reported a position in DLR in Q4 2020 and held it in 6 quarters. The position peaked at $1.02M in Q2 2021. 1,001 funds tracked by Wall St. Rank hold DLR as of Q2 2022.

Oakwell Private Wealth Management reported no remaining Digital Realty Trust position as of Q2 2022 after selling out during the quarter.
Oakwell Private Wealth Management sold 1,653 Digital Realty Trust shares in Q2 2022, an estimated $234K.
Oakwell Private Wealth Management first reported a position in Digital Realty Trust in Q4 2020 and held it in 6 quarters.
Oakwell Private Wealth Management's Digital Realty Trust position peaked at $1.02M in Q2 2021.
1,001 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2022.

Based on Oakwell Private Wealth Management's 13F filing for Q2 2022, filed 3 Aug 2022.