CWC
DRE

Carolinas Wealth Consulting’s Duke Realty Corp. DRE Stock Holding History

Carolinas Wealth Consulting’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
Q4 		– Sell
-112
Closed -$4K – 1065
2020
Q3 		$4K Buy
112
+52
+87% +$1.96K ﹤0.01% 613
2020
Q2 		$2K Buy
+60
New +$2.05K ﹤0.01% 523

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 $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Carolinas Wealth Consulting's DRE Position: Q4 2020 in Review

Carolinas Wealth Consulting sold out of Duke Realty Corp. (DRE) in Q4 2020, closing a stake of 112 shares — an estimated $4K sold.

Carolinas Wealth Consulting first reported a position in DRE in Q2 2020 and held it in 2 quarters. The position peaked at $4K in Q3 2020. 460 funds tracked by Wall St. Rank hold DRE as of Q4 2020.

  • Carolinas Wealth Consulting reported no remaining Duke Realty Corp. position as of Q4 2020 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 112 Duke Realty Corp. shares in Q4 2020, an estimated $4K.
  • Carolinas Wealth Consulting first reported a position in Duke Realty Corp. in Q2 2020 and held it in 2 quarters.
  • Carolinas Wealth Consulting's Duke Realty Corp. position peaked at $4K in Q3 2020.
  • 460 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q4 2020.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2020, filed 16 Feb 2021.