Arkadios Wealth Advisors
DRE

Arkadios Wealth Advisors’s Duke Realty Corp. DRE Stock Holding History

Arkadios Wealth Advisors’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
Q3 		– Sell
-3,721
Closed -$204K – 581
2022
Q2 		$204K Buy
3,721
+82
+2% +$4.49K 0.03% 506
2022
Q1 		$211K Sell
3,639
-1,663
-31% -$94.2K 0.03% 525
2021
Q4 		$348K Buy
5,302
+71
+1% +$4.1K 0.05% 407
2021
Q3 		$250K Buy
5,231
+458
+10% +$23.1K 0.04% 449
2021
Q2 		$226K Buy
4,773
+2,957
+163% +$137K 0.03% 502
2021
Q1 		$76K Buy
1,816
+1,544
+568% +$62.3K 0.01% 593
2020
Q4 		$10K Sell
272
-1,015
-79% -$39.6K ﹤0.01% 980
2020
Q3 		$50K Buy
1,287
+332
+35% +$12.5K 0.03% 410
2020
Q2 		$33.9K Buy
+955
New +$32.6K 0.02% 437

Other funds holding DRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Arkadios Wealth Advisors's DRE Position: Q3 2022 in Review

Arkadios Wealth Advisors sold out of Duke Realty Corp. (DRE) in Q3 2022, closing a stake of 3,721 shares — an estimated $204K sold.

Arkadios Wealth Advisors first reported a position in DRE in Q2 2020 and held it in 9 quarters. The position peaked at $348K in Q4 2021. 534 funds tracked by Wall St. Rank hold DRE as of Q3 2022.

  • Arkadios Wealth Advisors reported no remaining Duke Realty Corp. position as of Q3 2022 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 3,721 Duke Realty Corp. shares in Q3 2022, an estimated $204K.
  • Arkadios Wealth Advisors first reported a position in Duke Realty Corp. in Q2 2020 and held it in 9 quarters.
  • Arkadios Wealth Advisors's Duke Realty Corp. position peaked at $348K in Q4 2021.
  • 534 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q3 2022.

Based on Arkadios Wealth Advisors's 13F filing for Q3 2022, filed 21 Oct 2022.