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Phoenix Wealth Advisors’s Digital Realty Trust DLR Stock Holding History

Phoenix Wealth 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
2021
Q4 		– Sell
-180
Closed -$26K – 175
2021
Q3 		$26K Hold
180
– – 0.02% 240
2021
Q2 		$27K Hold
180
– – 0.02% 231
2021
Q1 		$26K Buy
+180
New +$24.9K 0.02% 240

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Phoenix Wealth Advisors's DLR Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of Digital Realty Trust (DLR) in Q4 2021, closing a stake of 180 shares — an estimated $26K sold.

Phoenix Wealth Advisors first reported a position in DLR in Q1 2021 and held it in 3 quarters. The position peaked at $27K in Q2 2021. 1,066 funds tracked by Wall St. Rank hold DLR as of Q4 2021.

  • Phoenix Wealth Advisors reported no remaining Digital Realty Trust position as of Q4 2021 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 180 Digital Realty Trust shares in Q4 2021, an estimated $26K.
  • Phoenix Wealth Advisors first reported a position in Digital Realty Trust in Q1 2021 and held it in 3 quarters.
  • Phoenix Wealth Advisors's Digital Realty Trust position peaked at $27K in Q2 2021.
  • 1,066 funds tracked by Wall St. Rank held Digital Realty Trust as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.