Resurgent Financial Advisors’s Digital Realty Trust DLR Stock Holding History

Resurgent Financial 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
2023 Q1	–	Sell	-889	Closed	-$89.1K	–	524
2022 Q4	$89.1K	Buy	+889	New	+$90.7K	0.05%	323
2022 Q3	–	Sell	-1,794	Closed	-$233K	–	205
2022 Q2	$233K	Buy	1,794 +312	+21%	+$43.1K	0.15%	160
2022 Q1	$210K	Buy	+1,482	New	+$214K	0.13%	171

Other funds holding DLR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Resurgent Financial Advisors's DLR Position: Q1 2023 in Review

Resurgent Financial Advisors sold out of Digital Realty Trust (DLR) in Q1 2023, closing a stake of 889 shares — an estimated $89.1K sold.

Resurgent Financial Advisors first reported a position in DLR in Q1 2022 and held it in 3 quarters. The position peaked at $233K in Q2 2022. 914 funds tracked by Wall St. Rank hold DLR as of Q1 2023.

Resurgent Financial Advisors reported no remaining Digital Realty Trust position as of Q1 2023 after selling out during the quarter.
Resurgent Financial Advisors sold 889 Digital Realty Trust shares in Q1 2023, an estimated $89.1K.
Resurgent Financial Advisors first reported a position in Digital Realty Trust in Q1 2022 and held it in 3 quarters.
Resurgent Financial Advisors's Digital Realty Trust position peaked at $233K in Q2 2022.
914 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2023.

Based on Resurgent Financial Advisors's 13F filing for Q1 2023, filed 15 May 2023.