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

Redwood 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
2024
Q3 		– Sell
-1
Closed -$152 – 401
2024
Q2 		$152 Buy
+1
New +$144 ﹤0.01% 1160

Other funds holding DLR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Redwood Wealth Management Group's DLR Position: Q3 2024 in Review

Redwood Wealth Management Group sold out of Digital Realty Trust (DLR) in Q3 2024, closing a stake of 1 share — an estimated $152 sold.

Redwood Wealth Management Group first reported a position in DLR in Q2 2024 and held it in 1 quarter. The position peaked at $152 in Q2 2024. 1,114 funds tracked by Wall St. Rank hold DLR as of Q3 2024.

  • Redwood Wealth Management Group reported no remaining Digital Realty Trust position as of Q3 2024 after selling out during the quarter.
  • Redwood Wealth Management Group sold 1 Digital Realty Trust share in Q3 2024, an estimated $152.
  • Redwood Wealth Management Group first reported a position in Digital Realty Trust in Q2 2024 and held it in 1 quarter.
  • Redwood Wealth Management Group's Digital Realty Trust position peaked at $152 in Q2 2024.
  • 1,114 funds tracked by Wall St. Rank held Digital Realty Trust as of Q3 2024.

Based on Redwood Wealth Management Group's 13F filing for Q3 2024, filed 13 Nov 2024.