Avantax Advisory Services’s Duke Realty Corp. DRE Stock Holding History

Avantax Advisory Services’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
2020 Q3	–	Sell	-6,354	Closed	-$224K	–	1405
2020 Q2	$224K	Sell	6,354 -11,521	-64%	-$393K	0.01%	744
2020 Q1	$580K	Buy	17,875 +2,487	+16%	+$85.2K	0.02%	409
2019 Q4	$533K	Buy	+15,388	New	+$531K	0.01%	456

Other funds holding DRE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Avantax Advisory Services's DRE Position: Q3 2020 in Review

Avantax Advisory Services sold out of Duke Realty Corp. (DRE) in Q3 2020, closing a stake of 6,354 shares — an estimated $224K sold.

Avantax Advisory Services first reported a position in DRE in Q4 2019 and held it in 3 quarters. The position peaked at $580K in Q1 2020. 460 funds tracked by Wall St. Rank hold DRE as of Q3 2020.

Avantax Advisory Services reported no remaining Duke Realty Corp. position as of Q3 2020 after selling out during the quarter.
Avantax Advisory Services sold 6,354 Duke Realty Corp. shares in Q3 2020, an estimated $224K.
Avantax Advisory Services first reported a position in Duke Realty Corp. in Q4 2019 and held it in 3 quarters.
Avantax Advisory Services's Duke Realty Corp. position peaked at $580K in Q1 2020.
460 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q3 2020.

Based on Avantax Advisory Services's 13F filing for Q3 2020, filed 14 Oct 2020.