TCI Wealth Advisors’s Digital Realty Trust DLR Stock Holding History

TCI Wealth Advisors’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
2023 Q2	–	Sell	-74	Closed	-$7.28K	–	747
2023 Q1	$7.28K	Buy	74 +58	+363%	+$6.11K	﹤0.01%	1282
2022 Q4	$1.6K	Sell	16 -254	-94%	-$25.9K	﹤0.01%	2023
2022 Q3	$27K	Sell	270 -88	-25%	-$10.8K	﹤0.01%	539
2022 Q2	$46K	Buy	358 +211	+144%	+$29.1K	0.01%	389
2022 Q1	$21K	Sell	147 -89	-38%	-$12.9K	﹤0.01%	673
2021 Q4	$42K	Buy	236 +61	+35%	+$9.77K	0.01%	449
2021 Q3	$25K	Buy	175 +74	+73%	+$11.6K	﹤0.01%	597
2021 Q2	$15K	Buy	101 +26	+35%	+$3.93K	﹤0.01%	707
2021 Q1	$11K	Buy	75 +45	+150%	+$6.22K	﹤0.01%	803
2020 Q4	$4K	Buy	30 +6	+25%	+$858	﹤0.01%	947
2020 Q3	$4K	Hold	24	–	–	﹤0.01%	832
2020 Q2	$3K	Hold	24	–	–	﹤0.01%	887
2020 Q1	$3K	Sell	24 -10	-29%	-$1.27K	﹤0.01%	847
2019 Q4	$4K	Buy	34 +10	+42%	+$1.23K	﹤0.01%	906
2019 Q3	$3K	Sell	24 -3	-11%	-$365	﹤0.01%	942
2019 Q2	$3K	Sell	27 -3	-10%	-$357	﹤0.01%	881
2019 Q1	$4K	Sell	30 -2	-6%	-$223	﹤0.01%	834
2018 Q4	$3K	Sell	32 -3	-9%	-$331	﹤0.01%	885
2018 Q3	$4K	Sell	35 -1	-3%	-$120	﹤0.01%	837
2018 Q2	$4K	Buy	+36	New	+$3.82K	﹤0.01%	832
2017 Q2	–	Sell	-150	Closed	-$16K	–	1343
2017 Q1	$16K	Buy	150 +84	+127%	+$8.84K	0.01%	482
2016 Q4	$6K	Buy	66 +42	+175%	+$3.9K	﹤0.01%	727
2016 Q3	$2K	Buy	+24	New	+$2.44K	﹤0.01%	959
2014 Q2	–	Sell	-22	Closed	-$1K	–	900
2014 Q1	$1K	Hold	22	–	–	﹤0.01%	784
2013 Q4	$1K	Hold	22	–	–	﹤0.01%	767
2013 Q3	$1K	Hold	22	–	–	﹤0.01%	687
2013 Q2	$1K	Buy	+22	New	+$1.44K	﹤0.01%	647

Other funds holding DLR

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TCI Wealth Advisors's DLR Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Digital Realty Trust (DLR) in Q2 2023, closing a stake of 74 shares — an estimated $7.28K sold.

TCI Wealth Advisors first reported a position in DLR in Q2 2013 and held it in 27 quarters. The position peaked at $46K in Q2 2022. 922 funds tracked by Wall St. Rank hold DLR as of Q2 2023.

TCI Wealth Advisors reported no remaining Digital Realty Trust position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 74 Digital Realty Trust shares in Q2 2023, an estimated $7.28K.
TCI Wealth Advisors first reported a position in Digital Realty Trust in Q2 2013 and held it in 27 quarters.
TCI Wealth Advisors's Digital Realty Trust position peaked at $46K in Q2 2022.
922 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.