AWM
DRE

Abound Wealth Management’s Duke Realty Corp. DRE Stock Holding History

Abound Wealth Management’s Portfolio DRE Stock Details DRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-31
Closed -$1.5K – 798
2022
Q3 		$1.5K Buy
+31
New +$1.81K ﹤0.01% 531

Other funds holding DRE

Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return
Huntington National Bank
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Abound Wealth Management's DRE Position: Q4 2022 in Review

Abound Wealth Management sold out of Duke Realty Corp. (DRE) in Q4 2022, closing a stake of 31 shares — an estimated $1.5K sold.

Abound Wealth Management first reported a position in DRE in Q3 2022 and held it in 1 quarter. The position peaked at $1.5K in Q3 2022. 4 funds tracked by Wall St. Rank hold DRE as of Q4 2022.

  • Abound Wealth Management reported no remaining Duke Realty Corp. position as of Q4 2022 after selling out during the quarter.
  • Abound Wealth Management sold 31 Duke Realty Corp. shares in Q4 2022, an estimated $1.5K.
  • Abound Wealth Management first reported a position in Duke Realty Corp. in Q3 2022 and held it in 1 quarter.
  • Abound Wealth Management's Duke Realty Corp. position peaked at $1.5K in Q3 2022.
  • 4 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q4 2022.

Based on Abound Wealth Management's 13F filing for Q4 2022, filed 7 Aug 2024.