VFA
DBRG icon

Valeo Financial Advisors’s DigitalBridge DBRG Stock Holding History

Valeo Financial Advisors’s Portfolio DBRG Stock Details DBRG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-3,810
Closed -$74K – 516
2022
Q2 		$74K Hold
3,810
– – ﹤0.01% 464
2022
Q1 		$110K Sell
3,810
-3,813
-50% -$111K 0.01% 575
2021
Q4 		$254K Hold
7,623
– – 0.01% 455
2021
Q3 		$184K Hold
7,623
– – 0.01% 509
2021
Q2 		$241K Hold
7,623
– – 0.01% 410
2021
Q1 		$198K Hold
7,623
– – 0.01% 443
2020
Q4 		$147K Hold
7,623
– – 0.01% 479
2020
Q3 		$83K Sell
7,623
-9
-0.1% -$87 0.01% 514
2020
Q2 		$73K Buy
7,632
+7,622
+76,220% +$66.1K 0.01% 600
2020
Q1 		$0 Hold
10
– – ﹤0.01% 1811
2019
Q4 		$0 Hold
10
– – ﹤0.01% 1644
2019
Q3 		$0 Hold
10
– – ﹤0.01% 1576
2019
Q2 		$0 Buy
+10
New +$207 ﹤0.01% 1580
2018
Q4 		– Sell
-35
Closed -$1K – 1538
2018
Q3 		$1K Hold
35
– – ﹤0.01% 1603
2018
Q2 		$1K Buy
+35
New +$836 ﹤0.01% 1444

Other funds holding DBRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WI
Wafra Inc New York $5.95M AUM 6.19% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
RGREA
Ranger Global Real Estate Advisors Denver, Colorado $232M AUM 20.95% 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
AC
Avenir Corporation Alexandria, Virginia $820M AUM 2.4% 1-Year Est. Return