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Sequoia Financial Advisors’s DigitalBridge DBRG Stock Holding History

Sequoia Financial Advisors’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
2024
Q4 		– Sell
-11,223
Closed -$159K – 1371
2024
Q3 		$159K Buy
+11,223
New +$149K ﹤0.01% 1192
2024
Q1 		– Sell
-9,862
Closed -$173K – 1196
2023
Q4 		$173K Buy
+9,862
New +$162K ﹤0.01% 1120
2017
Q3 		– Sell
-2,719
Closed -$153K – 291
2017
Q2 		$153K Sell
2,719
-904
-25% -$49.1K 0.02% 271
2017
Q1 		$187K Buy
+3,623
New +$204K 0.02% 266

Other funds holding DBRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WI
Wafra Inc New York $5.88M AUM 19.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sequoia Financial Advisors's DBRG Position: Q4 2024 in Review

Sequoia Financial Advisors sold out of DigitalBridge (DBRG) in Q4 2024, closing a stake of 11,223 shares — an estimated $159K sold.

Sequoia Financial Advisors first reported a position in DBRG in Q1 2017 and held it in 4 quarters. The position peaked at $187K in Q1 2017. 303 funds tracked by Wall St. Rank hold DBRG as of Q4 2024.

  • Sequoia Financial Advisors reported no remaining DigitalBridge position as of Q4 2024 after selling out during the quarter.
  • Sequoia Financial Advisors sold 11,223 DigitalBridge shares in Q4 2024, an estimated $159K.
  • Sequoia Financial Advisors first reported a position in DigitalBridge in Q1 2017 and held it in 4 quarters.
  • Sequoia Financial Advisors's DigitalBridge position peaked at $187K in Q1 2017.
  • 303 funds tracked by Wall St. Rank held DigitalBridge as of Q4 2024.

Based on Sequoia Financial Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.