SEC 13F Intelligence

Hall Private Wealth Advisors / FQI

Hall Private Wealth Advisors’s Digital Rlty Tr Inc Position

Does Hall Private Wealth Advisors own Digital Rlty Tr Inc (FQI)? Yes — 104.3K shares worth $13M (+8.48% of its 13F portfolio) as of Q3 2023, up from 103.4K shares the prior filed quarter.

Position Value
$13M
Q3 2023
Shares
104.3K
% of Portfolio
+8.48%
Quarters Held
10
currently held

Position History FQI

Reported value by quarter
Q2 ’21: $211,000Q2 ’21Q3 ’21: $202,000Q4 ’21: $248,000Q4 ’21Q1 ’22: $2MQ2 ’22: $6MQ2 ’22Q3 ’22: $5MQ4 ’22: $7MQ4 ’22Q1 ’23: $7MQ2 ’23: $12MQ2 ’23Q3 ’23: $13Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 2023104.3K$13M+8.48%
Q2 2023103.4K$12M+6.36%
Q1 202376.1K$7M+3.90%
Q4 202265.4K$7M+3.73%
Q3 202253.4K$5M+3.05%
Q2 202243.0K$6M+3.13%
Q1 202211.2K$2M+0.85%
Q4 20211.4K$248,000+0.15%
Q3 20211.4K$202,000+0.13%
Q2 20211.4K$211,000+0.14%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Hall Private Wealth Advisors’s full portfolio or all institutional holders of FQI.