Carson Wealth (CWM LLC)
DRE

Carson Wealth (CWM LLC)’s Duke Realty Corp. DRE Stock Holding History

Carson Wealth (CWM LLC)’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
-6,854
Closed -$330K – 4414
2022
Q3 		$330K Buy
6,854
+2,793
+69% +$164K ﹤0.01% 882
2022
Q2 		$223K Buy
4,061
+891
+28% +$48.8K ﹤0.01% 1010
2022
Q1 		$184K Buy
3,170
+1,360
+75% +$77K ﹤0.01% 1069
2021
Q4 		$119K Buy
+1,810
New +$105K ﹤0.01% 1227
2021
Q2 		$37K Hold
788
– – ﹤0.01% 1535
2021
Q1 		$37K Hold
788
– – ﹤0.01% 1535
2020
Q4 		$37K Hold
788
– – ﹤0.01% 1535
2020
Q3 		$37K Hold
788
– – ﹤0.01% 1535
2020
Q2 		$37K Hold
788
– – ﹤0.01% 1533
2020
Q1 		$37K Hold
788
– – ﹤0.01% 1533
2019
Q4 		$37K Hold
788
– – ﹤0.01% 1533
2019
Q3 		$37K Hold
788
– – ﹤0.01% 1533
2019
Q2 		$37K Hold
788
– – ﹤0.01% 1533
2019
Q1 		$37K Buy
788
+488
+163% +$14.3K ﹤0.01% 1533
2018
Q4 		$8K Sell
300
-29
-9% -$805 ﹤0.01% 1428
2018
Q3 		$9K Buy
329
+9
+3% +$257 ﹤0.01% 1205
2018
Q2 		$9K Buy
320
+20
+7% +$552 ﹤0.01% 1048
2018
Q1 		$8K Hold
300
– – ﹤0.01% 911
2017
Q4 		$8K Sell
300
-102
-25% -$2.9K ﹤0.01% 955
2017
Q3 		$12K Buy
402
+102
+34% +$2.94K ﹤0.01% 854
2017
Q2 		$8K Hold
300
– – ﹤0.01% 825
2017
Q1 		$8K Hold
300
– – ﹤0.01% 807
2016
Q4 		$8K Sell
300
-30
-9% -$765 ﹤0.01% 779
2016
Q3 		$9K Buy
+330
New +$9.11K ﹤0.01% 729

Other funds holding DRE

BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Carson Wealth (CWM LLC)'s DRE Position: Q4 2022 in Review

Carson Wealth (CWM LLC) sold out of Duke Realty Corp. (DRE) in Q4 2022, closing a stake of 6,854 shares — an estimated $330K sold.

Carson Wealth (CWM LLC) first reported a position in DRE in Q3 2016 and held it in 24 quarters. The position peaked at $330K in Q3 2022. 4 funds tracked by Wall St. Rank hold DRE as of Q4 2022.

  • Carson Wealth (CWM LLC) reported no remaining Duke Realty Corp. position as of Q4 2022 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 6,854 Duke Realty Corp. shares in Q4 2022, an estimated $330K.
  • Carson Wealth (CWM LLC) first reported a position in Duke Realty Corp. in Q3 2016 and held it in 24 quarters.
  • Carson Wealth (CWM LLC)'s Duke Realty Corp. position peaked at $330K in Q3 2022.
  • 4 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q4 2022.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2022, filed 1 Feb 2023.