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Traverso Chambers Private Wealth Management’s Digital Realty Trust DLR Stock Holding History

Traverso Chambers Private 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
Q1 		– Sell
-1,317
Closed -$233K – 108
2021
Q4 		$233K Buy
+1,317
New +$211K 0.07% 104

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Traverso Chambers Private Wealth Management's DLR Position: Q1 2022 in Review

Traverso Chambers Private Wealth Management sold out of Digital Realty Trust (DLR) in Q1 2022, closing a stake of 1,317 shares — an estimated $233K sold.

Traverso Chambers Private Wealth Management first reported a position in DLR in Q4 2021 and held it in 1 quarter. The position peaked at $233K in Q4 2021. 1,029 funds tracked by Wall St. Rank hold DLR as of Q1 2022.

  • Traverso Chambers Private Wealth Management reported no remaining Digital Realty Trust position as of Q1 2022 after selling out during the quarter.
  • Traverso Chambers Private Wealth Management sold 1,317 Digital Realty Trust shares in Q1 2022, an estimated $233K.
  • Traverso Chambers Private Wealth Management first reported a position in Digital Realty Trust in Q4 2021 and held it in 1 quarter.
  • Traverso Chambers Private Wealth Management's Digital Realty Trust position peaked at $233K in Q4 2021.
  • 1,029 funds tracked by Wall St. Rank held Digital Realty Trust as of Q1 2022.

Based on Traverso Chambers Private Wealth Management's 13F filing for Q1 2022, filed 13 Apr 2022.