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SYSTM Wealth Solutions’s Digital Realty Trust DLR Stock Holding History

SYSTM Wealth Solutions’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
2024
Q3 		– Sell
-452
Closed -$68.7K – 242
2024
Q2 		$68.7K Sell
452
-61
-12% -$8.76K 0.02% 257
2024
Q1 		$73.9K Sell
513
-236
-32% -$33.4K 0.01% 521
2023
Q4 		$102K Buy
+749
New +$96.7K 0.01% 457

Other funds holding DLR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

SYSTM Wealth Solutions's DLR Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Digital Realty Trust (DLR) in Q3 2024, closing a stake of 452 shares — an estimated $68.7K sold.

SYSTM Wealth Solutions first reported a position in DLR in Q4 2023 and held it in 3 quarters. The position peaked at $102K in Q4 2023. 1,110 funds tracked by Wall St. Rank hold DLR as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Digital Realty Trust position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 452 Digital Realty Trust shares in Q3 2024, an estimated $68.7K.
  • SYSTM Wealth Solutions first reported a position in Digital Realty Trust in Q4 2023 and held it in 3 quarters.
  • SYSTM Wealth Solutions's Digital Realty Trust position peaked at $102K in Q4 2023.
  • 1,110 funds tracked by Wall St. Rank held Digital Realty Trust as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.