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Pinnacle Wealth Management Group’s Digital Realty Trust DLR Stock Holding History

Pinnacle Wealth Management Group’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
-1,500
Closed -$213K – 115
2022
Q1 		$213K Buy
1,500
+25
+2% +$3.61K 0.16% 115
2021
Q4 		$261K Sell
1,475
-250
-14% -$40K 0.19% 101
2021
Q3 		$249K Buy
+1,725
New +$271K 0.19% 107

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

Pinnacle Wealth Management Group's DLR Position: Q2 2022 in Review

Pinnacle Wealth Management Group sold out of Digital Realty Trust (DLR) in Q2 2022, closing a stake of 1,500 shares — an estimated $213K sold.

Pinnacle Wealth Management Group first reported a position in DLR in Q3 2021 and held it in 3 quarters. The position peaked at $261K in Q4 2021. 1,000 funds tracked by Wall St. Rank hold DLR as of Q2 2022.

  • Pinnacle Wealth Management Group reported no remaining Digital Realty Trust position as of Q2 2022 after selling out during the quarter.
  • Pinnacle Wealth Management Group sold 1,500 Digital Realty Trust shares in Q2 2022, an estimated $213K.
  • Pinnacle Wealth Management Group first reported a position in Digital Realty Trust in Q3 2021 and held it in 3 quarters.
  • Pinnacle Wealth Management Group's Digital Realty Trust position peaked at $261K in Q4 2021.
  • 1,000 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2022.

Based on Pinnacle Wealth Management Group's 13F filing for Q2 2022, filed 2 Aug 2022.