Allworth Financial’s Duke Realty Corp. DRE Stock Holding History

Allworth Financial’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	-180	Closed	-$9K	–	3290
2022 Q3	$9K	Sell	180 -435	-71%	-$25.5K	﹤0.01%	1724
2022 Q2	$34K	Buy	615 +552	+876%	+$30.2K	﹤0.01%	1042
2022 Q1	$4K	Hold	63	–	–	﹤0.01%	1693
2021 Q4	$4K	Hold	63	–	–	﹤0.01%	1625
2021 Q3	$3K	Buy	63 +1	+2%	+$50	﹤0.01%	1644
2021 Q2	$3K	Hold	62	–	–	﹤0.01%	1343
2021 Q1	$3K	Hold	62	–	–	﹤0.01%	1269
2020 Q4	$2K	Buy	62 +1	+2%	+$39	﹤0.01%	1224
2020 Q3	$2K	Hold	61	–	–	﹤0.01%	1047
2020 Q2	$2K	Buy	61 +1	+2%	+$34	﹤0.01%	1055
2020 Q1	$2K	Hold	60	–	–	﹤0.01%	1101
2019 Q4	$2K	Hold	60	–	–	﹤0.01%	947
2019 Q3	$2K	Buy	+60	New	+$1.99K	﹤0.01%	863
2019 Q2	–	Hold	0	–	–	–	851
2019 Q1	–	Hold	0	–	–	–	797

Other funds holding DRE

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Allworth Financial's DRE Position: Q4 2022 in Review

Allworth Financial sold out of Duke Realty Corp. (DRE) in Q4 2022, closing a stake of 180 shares — an estimated $9K sold.

Allworth Financial first reported a position in DRE in Q3 2019 and held it in 13 quarters. The position peaked at $34K in Q2 2022. 4 funds tracked by Wall St. Rank hold DRE as of Q4 2022.

Allworth Financial reported no remaining Duke Realty Corp. position as of Q4 2022 after selling out during the quarter.
Allworth Financial sold 180 Duke Realty Corp. shares in Q4 2022, an estimated $9K.
Allworth Financial first reported a position in Duke Realty Corp. in Q3 2019 and held it in 13 quarters.
Allworth Financial's Duke Realty Corp. position peaked at $34K in Q2 2022.
4 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q4 2022.

Based on Allworth Financial's 13F filing for Q4 2022, filed 13 Jan 2023.