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Phillips Wealth Planners’s Digital Realty Trust DLR Stock Holding History

Phillips Wealth Planners’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
Q1 		– Sell
-1,829
Closed -$207K – 149
2022
Q4 		$207K Buy
+1,829
New +$187K 0.36% 99

Other funds holding DLR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Phillips Wealth Planners's DLR Position: Q1 2023 in Review

Phillips Wealth Planners sold out of Digital Realty Trust (DLR) in Q1 2023, closing a stake of 1,829 shares — an estimated $207K sold.

Phillips Wealth Planners first reported a position in DLR in Q4 2022 and held it in 1 quarter. The position peaked at $207K in Q4 2022. 914 funds tracked by Wall St. Rank hold DLR as of Q1 2023.

  • Phillips Wealth Planners reported no remaining Digital Realty Trust position as of Q1 2023 after selling out during the quarter.
  • Phillips Wealth Planners sold 1,829 Digital Realty Trust shares in Q1 2023, an estimated $207K.
  • Phillips Wealth Planners first reported a position in Digital Realty Trust in Q4 2022 and held it in 1 quarter.
  • Phillips Wealth Planners's Digital Realty Trust position peaked at $207K in Q4 2022.
  • 914 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2023.

Based on Phillips Wealth Planners's 13F filing for Q1 2023, filed 15 May 2023.