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

Peak 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
2023 Q2	–	Sell	-2,122	Closed	-$209K	–	70
2023 Q1	$209K	Buy	+2,122	New	+$224K	0.18%	62

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

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

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

Norges Bank Oslo, Norway $935B AUM

AAMU

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Peak Financial Advisors's DLR Position: Q2 2023 in Review

Peak Financial Advisors sold out of Digital Realty Trust (DLR) in Q2 2023, closing a stake of 2,122 shares — an estimated $209K sold.

Peak Financial Advisors first reported a position in DLR in Q1 2023 and held it in 1 quarter. The position peaked at $209K in Q1 2023. 922 funds tracked by Wall St. Rank hold DLR as of Q2 2023.

Peak Financial Advisors reported no remaining Digital Realty Trust position as of Q2 2023 after selling out during the quarter.
Peak Financial Advisors sold 2,122 Digital Realty Trust shares in Q2 2023, an estimated $209K.
Peak Financial Advisors first reported a position in Digital Realty Trust in Q1 2023 and held it in 1 quarter.
Peak Financial Advisors's Digital Realty Trust position peaked at $209K in Q1 2023.
922 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2023.

Based on Peak Financial Advisors's 13F filing for Q2 2023, filed 11 Jul 2023.