Sowell Financial Services’s Digital Realty Trust DLR Stock Holding History

Sowell Financial Services’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	-4,706	Closed	-$704K	–	1072
2021 Q1	$704K	Buy	4,706 +4,266	+970%	+$590K	0.02%	523
2020 Q4	$61K	Buy	440 +65	+17%	+$9.29K	﹤0.01%	1322
2020 Q3	$55K	Sell	375 -261	-41%	-$39.1K	﹤0.01%	1175
2020 Q2	$90K	Sell	636 -1,001	-61%	-$142K	﹤0.01%	996
2020 Q1	$227K	Buy	1,637 +1,240	+312%	+$158K	0.02%	617
2019 Q4	$48K	Buy	397 +232	+141%	+$28.6K	﹤0.01%	1159
2019 Q3	$21K	Buy	+165	New	+$20.1K	﹤0.01%	1257
2017 Q1	–	Sell	-240	Closed	-$25K	–	326
2016 Q4	$25K	Buy	+240	New	+$22.3K	0.01%	401

Other funds holding DLR

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sowell Financial Services's DLR Position: Q2 2021 in Review

Sowell Financial Services sold out of Digital Realty Trust (DLR) in Q2 2021, closing a stake of 4,706 shares — an estimated $704K sold.

Sowell Financial Services first reported a position in DLR in Q4 2016 and held it in 8 quarters. The position peaked at $704K in Q1 2021. 984 funds tracked by Wall St. Rank hold DLR as of Q2 2021.

Sowell Financial Services reported no remaining Digital Realty Trust position as of Q2 2021 after selling out during the quarter.
Sowell Financial Services sold 4,706 Digital Realty Trust shares in Q2 2021, an estimated $704K.
Sowell Financial Services first reported a position in Digital Realty Trust in Q4 2016 and held it in 8 quarters.
Sowell Financial Services's Digital Realty Trust position peaked at $704K in Q1 2021.
984 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.