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TRUE Private Wealth Advisors’s Digital Realty Trust DLR Stock Holding History

TRUE Private Wealth Advisors’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
2024
Q3 		– Sell
-2,025
Closed -$308K – 232
2024
Q2 		$308K Hold
2,025
– – 0.03% 221
2024
Q1 		$292K Sell
2,025
-3
-0.1% -$424 0.03% 235
2023
Q4 		$273K Sell
2,028
-5
-0.2% -$646 0.03% 231
2023
Q3 		$246K Buy
2,033
+33
+2% +$4.05K 0.03% 221
2023
Q2 		$228K Buy
+2,000
New +$198K 0.03% 214
2023
Q1 		– Sell
-2,000
Closed -$201K – 237
2022
Q4 		$201K Buy
+2,000
New +$204K 0.03% 210
2022
Q3 		– Sell
-2,000
Closed -$259K – 226
2022
Q2 		$259K Hold
2,000
– – 0.04% 184
2022
Q1 		$289K Hold
2,000
– – 0.04% 185
2021
Q4 		$353K Sell
2,000
-35
-2% -$5.61K 0.05% 186
2021
Q3 		$293K Hold
2,035
– – 0.04% 192
2021
Q2 		$306K Hold
2,035
– – 0.05% 178
2021
Q1 		$287K Sell
2,035
-64
-3% -$8.85K 0.05% 181
2020
Q4 		$295K Sell
2,099
-16
-0.8% -$2.29K 0.05% 161
2020
Q3 		$310K Sell
2,115
-2,171
-51% -$325K 0.05% 152
2020
Q2 		$609K Sell
4,286
-108
-2% -$15.3K 0.11% 103
2020
Q1 		$610K Buy
4,394
+368
+9% +$46.8K 0.13% 89
2019
Q4 		$486K Sell
4,026
-929
-19% -$114K 0.07% 135
2019
Q3 		$643K Buy
4,955
+1,034
+26% +$126K 0.11% 105
2019
Q2 		$461K Sell
3,921
-178
-4% -$21.2K 0.08% 127
2019
Q1 		$487K Buy
+4,099
New +$457K 0.09% 112
2018
Q4 		– Sell
-1,564
Closed -$176K – 406
2018
Q3 		$176K Buy
+1,564
New +$187K 0.02% 279

Other funds holding DLR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

TRUE Private Wealth Advisors's DLR Position: Q3 2024 in Review

TRUE Private Wealth Advisors sold out of Digital Realty Trust (DLR) in Q3 2024, closing a stake of 2,025 shares — an estimated $308K sold.

TRUE Private Wealth Advisors first reported a position in DLR in Q3 2018 and held it in 21 quarters. The position peaked at $643K in Q3 2019. 1,114 funds tracked by Wall St. Rank hold DLR as of Q3 2024.

  • TRUE Private Wealth Advisors reported no remaining Digital Realty Trust position as of Q3 2024 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 2,025 Digital Realty Trust shares in Q3 2024, an estimated $308K.
  • TRUE Private Wealth Advisors first reported a position in Digital Realty Trust in Q3 2018 and held it in 21 quarters.
  • TRUE Private Wealth Advisors's Digital Realty Trust position peaked at $643K in Q3 2019.
  • 1,114 funds tracked by Wall St. Rank held Digital Realty Trust as of Q3 2024.

Based on TRUE Private Wealth Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.