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Wealth Management Solutions’s Digital Realty Trust DLR Stock Holding History

Wealth Management Solutions’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
-2,125
Closed -$276K – 84
2022
Q2 		$276K Sell
2,125
-860
-29% -$119K 0.16% 66
2022
Q1 		$423K Sell
2,985
-587
-16% -$84.8K 0.22% 61
2021
Q4 		$632K Buy
+3,572
New +$572K 0.33% 51

Other funds holding DLR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealth Management Solutions's DLR Position: Q3 2022 in Review

Wealth Management Solutions sold out of Digital Realty Trust (DLR) in Q3 2022, closing a stake of 2,125 shares — an estimated $276K sold.

Wealth Management Solutions first reported a position in DLR in Q4 2021 and held it in 3 quarters. The position peaked at $632K in Q4 2021. 942 funds tracked by Wall St. Rank hold DLR as of Q3 2022.

  • Wealth Management Solutions reported no remaining Digital Realty Trust position as of Q3 2022 after selling out during the quarter.
  • Wealth Management Solutions sold 2,125 Digital Realty Trust shares in Q3 2022, an estimated $276K.
  • Wealth Management Solutions first reported a position in Digital Realty Trust in Q4 2021 and held it in 3 quarters.
  • Wealth Management Solutions's Digital Realty Trust position peaked at $632K in Q4 2021.
  • 942 funds tracked by Wall St. Rank held Digital Realty Trust as of Q3 2022.

Based on Wealth Management Solutions's 13F filing for Q3 2022, filed 7 Nov 2022.