TrinityPoint Wealth’s Digital Realty Trust DLR Stock Holding History

TrinityPoint 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
2022 Q3	–	Sell	-2,003	Closed	-$260K	–	283
2022 Q2	$260K	Sell	2,003 -230	-10%	-$31.8K	0.06%	228
2022 Q1	$317K	Sell	2,233 -421	-16%	-$60.8K	0.06%	240
2021 Q4	$469K	Buy	2,654 +92	+4%	+$14.7K	0.08%	194
2021 Q3	$370K	Buy	2,562 +1,174	+85%	+$184K	0.07%	213
2021 Q2	$209K	Buy	+1,388	New	+$210K	0.04%	249
2021 Q1	–	Sell	-1,388	Closed	-$202K	–	248
2020 Q4	$202K	Hold	1,388	–	–	0.05%	222
2020 Q3	$204K	Buy	+1,388	New	+$208K	0.06%	207

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

AAMU

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

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 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

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

TrinityPoint Wealth's DLR Position: Q3 2022 in Review

TrinityPoint Wealth sold out of Digital Realty Trust (DLR) in Q3 2022, closing a stake of 2,003 shares — an estimated $260K sold.

TrinityPoint Wealth first reported a position in DLR in Q3 2020 and held it in 7 quarters. The position peaked at $469K in Q4 2021. 942 funds tracked by Wall St. Rank hold DLR as of Q3 2022.

TrinityPoint Wealth reported no remaining Digital Realty Trust position as of Q3 2022 after selling out during the quarter.
TrinityPoint Wealth sold 2,003 Digital Realty Trust shares in Q3 2022, an estimated $260K.
TrinityPoint Wealth first reported a position in Digital Realty Trust in Q3 2020 and held it in 7 quarters.
TrinityPoint Wealth's Digital Realty Trust position peaked at $469K in Q4 2021.
942 funds tracked by Wall St. Rank held Digital Realty Trust as of Q3 2022.

Based on TrinityPoint Wealth's 13F filing for Q3 2022, filed 9 Nov 2022.