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

Primoris 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
2024
Q1 		– Sell
-11,020
Closed -$1.48M – 99
2023
Q4 		$1.48M Buy
+11,020
New +$1.42M 1.4% 26

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Primoris Wealth Advisors's DLR Position: Q1 2024 in Review

Primoris Wealth Advisors sold out of Digital Realty Trust (DLR) in Q1 2024, closing a stake of 11,020 shares — an estimated $1.48M sold.

Primoris Wealth Advisors first reported a position in DLR in Q4 2023 and held it in 1 quarter. The position peaked at $1.48M in Q4 2023. 1,046 funds tracked by Wall St. Rank hold DLR as of Q1 2024.

  • Primoris Wealth Advisors reported no remaining Digital Realty Trust position as of Q1 2024 after selling out during the quarter.
  • Primoris Wealth Advisors sold 11,020 Digital Realty Trust shares in Q1 2024, an estimated $1.48M.
  • Primoris Wealth Advisors first reported a position in Digital Realty Trust in Q4 2023 and held it in 1 quarter.
  • Primoris Wealth Advisors's Digital Realty Trust position peaked at $1.48M in Q4 2023.
  • 1,046 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2024.

Based on Primoris Wealth Advisors's 13F filing for Q1 2024, filed 7 May 2024.