SFS
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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 – 327
2016
Q4 		$25K Buy
+240
New +$22.3K 0.01% 401

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State Street
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Capital International Investors
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AAMU
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return