Transform Wealth’s Digital Realty Trust DLR Stock Holding History

Transform Wealth’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
2020 Q4	–	Sell	-2,715	Closed	-$398K	–	204
2020 Q3	$398K	Sell	2,715 -1,414	-34%	-$212K	0.06%	159
2020 Q2	$587K	Buy	4,129 +741	+22%	+$105K	0.1%	140
2020 Q1	$471K	Buy	3,388 +925	+38%	+$118K	0.1%	146
2019 Q4	$295K	Buy	+2,463	New	+$303K	0.05%	192
2016 Q3	–	Sell	-21,625	Closed	-$2.36M	–	206
2016 Q2	$2.36M	Buy	+21,625	New	+$2.05M	0.99%	16

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

AAMU

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Transform Wealth's DLR Position: Q4 2020 in Review

Transform Wealth sold out of Digital Realty Trust (DLR) in Q4 2020, closing a stake of 2,715 shares — an estimated $398K sold.

Transform Wealth first reported a position in DLR in Q2 2016 and held it in 5 quarters. The position peaked at $2.36M in Q2 2016. 931 funds tracked by Wall St. Rank hold DLR as of Q4 2020.

Transform Wealth reported no remaining Digital Realty Trust position as of Q4 2020 after selling out during the quarter.
Transform Wealth sold 2,715 Digital Realty Trust shares in Q4 2020, an estimated $398K.
Transform Wealth first reported a position in Digital Realty Trust in Q2 2016 and held it in 5 quarters.
Transform Wealth's Digital Realty Trust position peaked at $2.36M in Q2 2016.
931 funds tracked by Wall St. Rank held Digital Realty Trust as of Q4 2020.

Based on Transform Wealth's 13F filing for Q4 2020, filed 20 Jan 2021.