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Sound Financial Strategies Group’s Digital Realty Trust DLR Stock Holding History

Sound Financial Strategies 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
2021
Q2 		– Sell
-4,160
Closed -$586K – 94
2021
Q1 		$586K Sell
4,160
-123
-3% -$17K 0.3% 56
2020
Q4 		$598K Buy
+4,283
New +$612K 0.33% 50

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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
APG Asset Management US
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sound Financial Strategies Group's DLR Position: Q2 2021 in Review

Sound Financial Strategies Group sold out of Digital Realty Trust (DLR) in Q2 2021, closing a stake of 4,160 shares — an estimated $586K sold.

Sound Financial Strategies Group first reported a position in DLR in Q4 2020 and held it in 2 quarters. The position peaked at $598K in Q4 2020. 984 funds tracked by Wall St. Rank hold DLR as of Q2 2021.

  • Sound Financial Strategies Group reported no remaining Digital Realty Trust position as of Q2 2021 after selling out during the quarter.
  • Sound Financial Strategies Group sold 4,160 Digital Realty Trust shares in Q2 2021, an estimated $586K.
  • Sound Financial Strategies Group first reported a position in Digital Realty Trust in Q4 2020 and held it in 2 quarters.
  • Sound Financial Strategies Group's Digital Realty Trust position peaked at $598K in Q4 2020.
  • 984 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2021.

Based on Sound Financial Strategies Group's 13F filing for Q2 2021, filed 30 Jul 2021.