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TrueWealth LLC’s Digital Realty Trust DLR Stock Holding History

TrueWealth LLC’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
Q2 		$13K Sell
92
-36
-28% -$5.1K 0.01% 434
2020
Q1 		$18K Buy
128
+92
+256% +$11.7K 0.01% 373
2019
Q4 		$4K Buy
+36
New +$4.43K ﹤0.01% 594
2019
Q1 		– Hold
0
– – – 513
2017
Q4 		– Hold
0
– – – 696

Other funds holding DLR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TrueWealth LLC's DLR Position: Q2 2020 in Review

TrueWealth LLC reduced its Digital Realty Trust (DLR) stake by 28% in Q2 2020, selling an estimated $5.1K and leaving 92 shares worth $13K. The position accounts for 0.01% of the portfolio, ranked #434.

TrueWealth LLC first reported a position in DLR in Q4 2019 and has held it in 3 quarters since. The position peaked at $18K in Q1 2020. 862 funds tracked by Wall St. Rank hold DLR as of Q2 2020.

  • TrueWealth LLC held 92 shares of Digital Realty Trust worth $13K as of Q2 2020.
  • TrueWealth LLC sold 36 Digital Realty Trust shares in Q2 2020, an estimated $5.1K.
  • Digital Realty Trust made up 0.01% of TrueWealth LLC's portfolio in Q2 2020, its #434 holding.
  • TrueWealth LLC first reported a position in Digital Realty Trust in Q4 2019 and has held it in 3 quarters since.
  • TrueWealth LLC's Digital Realty Trust position peaked at $18K in Q1 2020.
  • 862 funds tracked by Wall St. Rank held Digital Realty Trust as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.