RWB
DBRG icon

RMR Wealth Builders’s DigitalBridge DBRG Stock Holding History

RMR Wealth Builders’s Portfolio DBRG Stock Details DBRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-552
Closed -$11K – 792
2020
Q4 		$11K Buy
+552
New +$8.83K 0.01% 400
2020
Q3 		– Sell
-552
Closed -$5K – 282
2020
Q2 		$5K Buy
+552
New +$4.79K ﹤0.01% 379
2019
Q4 		$10K Buy
+552
New +$11.4K 0.01% 342

Other funds holding DBRG

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
BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPAM
Legion Partners Asset Management Los Angeles, California $40.6M AUM 156.55% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

RMR Wealth Builders's DBRG Position: Q1 2021 in Review

RMR Wealth Builders sold out of DigitalBridge (DBRG) in Q1 2021, closing a stake of 552 shares — an estimated $11K sold.

RMR Wealth Builders first reported a position in DBRG in Q4 2019 and held it in 3 quarters. The position peaked at $11K in Q4 2020. 285 funds tracked by Wall St. Rank hold DBRG as of Q1 2021.

  • RMR Wealth Builders reported no remaining DigitalBridge position as of Q1 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 552 DigitalBridge shares in Q1 2021, an estimated $11K.
  • RMR Wealth Builders first reported a position in DigitalBridge in Q4 2019 and held it in 3 quarters.
  • RMR Wealth Builders's DigitalBridge position peaked at $11K in Q4 2020.
  • 285 funds tracked by Wall St. Rank held DigitalBridge as of Q1 2021.

Based on RMR Wealth Builders's 13F filing for Q1 2021, filed 13 May 2021.