Tradition Wealth Management’s DigitalBridge DBRG Stock Holding History

Tradition Wealth Management’s Portfolio DBRG Stock Details DBRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-5,000	Closed	-$88K	–	569
2023 Q4	$88K	Hold	5,000	–	–	0.01%	507
2023 Q3	$88K	Hold	5,000	–	–	0.01%	473
2023 Q2	$74K	Hold	5,000	–	–	0.01%	529
2023 Q1	$60K	Hold	5,000	–	–	0.01%	567
2022 Q4	$55K	Hold	5,000	–	–	0.01%	506
2022 Q3	$63K	Hold	5,000	–	–	0.01%	458
2022 Q2	$98K	Hold	5,000	–	–	0.01%	361
2022 Q1	$144K	Hold	5,000	–	–	0.02%	335
2021 Q4	$167K	Hold	5,000	–	–	0.02%	328
2021 Q3	$121K	Hold	5,000	–	–	0.02%	338
2021 Q2	$158K	Hold	5,000	–	–	0.02%	320
2021 Q1	$130K	Sell	5,000 -588	-11%	-$13.2K	0.02%	291
2020 Q4	$108K	Buy	+5,588	New	+$89.4K	0.02%	298

Other funds holding DBRG

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

Wafra Inc New York $5.95M AUM 6.19% 1-Year Est. Return

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

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Wolf Hill Capital Management Greenwich, Connecticut $1.03B AUM 80.44% 1-Year Est. Return

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

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

Geode Capital Management

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