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WealthPLAN Partners’s DigitalBridge DBRG Stock Holding History

WealthPLAN Partners’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
2023
Q2 		– Sell
-34
Closed -$408 – 1293
2023
Q1 		$408 Buy
+34
New +$427 ﹤0.01% 1260
2018
Q2 		– Sell
-2,628
Closed -$59K – 264
2018
Q1 		$59K Buy
+2,628
New +$85.6K 0.01% 260
2017
Q2 		– Sell
-1,605
Closed -$83.7K – 234
2017
Q1 		$83.7K Buy
+1,605
New +$90.2K 0.29% 66

Other funds holding DBRG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WI
Wafra Inc New York $5.88M AUM 19.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WHCM
Wolf Hill Capital Management Greenwich, Connecticut $1.2B AUM 137.35% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $5.12B AUM 19.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPAM
Legion Partners Asset Management Los Angeles, California $40.6M AUM 156.55% 1-Year Est. Return
AC
Avenir Corporation Alexandria, Virginia $821M AUM 4.23% 1-Year Est. Return

WealthPLAN Partners's DBRG Position: Q2 2023 in Review

WealthPLAN Partners sold out of DigitalBridge (DBRG) in Q2 2023, closing a stake of 34 shares — an estimated $408 sold.

WealthPLAN Partners first reported a position in DBRG in Q1 2017 and held it in 3 quarters. The position peaked at $83.7K in Q1 2017. 257 funds tracked by Wall St. Rank hold DBRG as of Q2 2023.

  • WealthPLAN Partners reported no remaining DigitalBridge position as of Q2 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 34 DigitalBridge shares in Q2 2023, an estimated $408.
  • WealthPLAN Partners first reported a position in DigitalBridge in Q1 2017 and held it in 3 quarters.
  • WealthPLAN Partners's DigitalBridge position peaked at $83.7K in Q1 2017.
  • 257 funds tracked by Wall St. Rank held DigitalBridge as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.