V Wealth Advisors’s Digital Realty Trust DLR Stock Holding History

V 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
2021 Q4	–	Sell	-3,463	Closed	-$500K	–	492
2021 Q3	$500K	Sell	3,463 -233	-6%	-$36.5K	0.08%	266
2021 Q2	$557K	Sell	3,696 -1,055	-22%	-$159K	0.09%	252
2021 Q1	$669K	Sell	4,751 -4,974	-51%	-$687K	0.12%	191
2020 Q4	$1.36M	Buy	+9,725	New	+$1.39M	0.28%	89
2020 Q3	–	Sell	-4,398	Closed	-$625K	–	205
2020 Q2	$625K	Buy	+4,398	New	+$623K	0.16%	155

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

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

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

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

AAMU

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

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

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

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

V Wealth Advisors's DLR Position: Q4 2021 in Review

V Wealth Advisors sold out of Digital Realty Trust (DLR) in Q4 2021, closing a stake of 3,463 shares — an estimated $500K sold.

V Wealth Advisors first reported a position in DLR in Q2 2020 and held it in 5 quarters. The position peaked at $1.36M in Q4 2020. 1,066 funds tracked by Wall St. Rank hold DLR as of Q4 2021.

V Wealth Advisors reported no remaining Digital Realty Trust position as of Q4 2021 after selling out during the quarter.
V Wealth Advisors sold 3,463 Digital Realty Trust shares in Q4 2021, an estimated $500K.
V Wealth Advisors first reported a position in Digital Realty Trust in Q2 2020 and held it in 5 quarters.
V Wealth Advisors's Digital Realty Trust position peaked at $1.36M in Q4 2020.
1,066 funds tracked by Wall St. Rank held Digital Realty Trust as of Q4 2021.

Based on V Wealth Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.