Tradition Wealth Management’s Digital Realty Trust DLR Stock Holding History

Tradition Wealth Management’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
2022 Q4	–	Sell	-749	Closed	-$74K	–	1172
2022 Q3	$74K	Buy	749 +9	+1%	+$1.1K	0.01%	420
2022 Q2	$96K	Buy	740 +6	+0.8%	+$829	0.01%	365
2022 Q1	$104K	Sell	734 -854	-54%	-$123K	0.01%	396
2021 Q4	$281K	Buy	1,588 +6	+0.4%	+$961	0.04%	253
2021 Q3	$229K	Buy	1,582 +5	+0.3%	+$784	0.03%	256
2021 Q2	$237K	Buy	1,577 +6	+0.4%	+$907	0.04%	260
2021 Q1	$221K	Sell	1,571 -165	-10%	-$22.8K	0.04%	239
2020 Q4	$242K	Buy	+1,736	New	+$248K	0.05%	212

Other funds holding DLR

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

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

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

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

AAMU

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Tradition Wealth Management's DLR Position: Q4 2022 in Review

Tradition Wealth Management sold out of Digital Realty Trust (DLR) in Q4 2022, closing a stake of 749 shares — an estimated $74K sold.

Tradition Wealth Management first reported a position in DLR in Q4 2020 and held it in 8 quarters. The position peaked at $281K in Q4 2021. 964 funds tracked by Wall St. Rank hold DLR as of Q4 2022.

Tradition Wealth Management reported no remaining Digital Realty Trust position as of Q4 2022 after selling out during the quarter.
Tradition Wealth Management sold 749 Digital Realty Trust shares in Q4 2022, an estimated $74K.
Tradition Wealth Management first reported a position in Digital Realty Trust in Q4 2020 and held it in 8 quarters.
Tradition Wealth Management's Digital Realty Trust position peaked at $281K in Q4 2021.
964 funds tracked by Wall St. Rank held Digital Realty Trust as of Q4 2022.

Based on Tradition Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.