CJM Wealth Advisers’s Duke Realty Corp. DRE Stock Holding History

CJM Wealth Advisers’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	-4,254	Closed	-$205K	–	58
2022 Q3	$205K	Buy	4,254 +24	+0.6%	+$1.41K	0.15%	49
2022 Q2	$232K	Buy	4,230 +23	+0.5%	+$1.26K	0.16%	46
2022 Q1	$244K	Buy	4,207 +23	+0.5%	+$1.3K	0.17%	50
2021 Q4	$275K	Buy	+4,184	New	+$242K	0.2%	47

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

CJM Wealth Advisers's DRE Position: Q4 2022 in Review

CJM Wealth Advisers sold out of Duke Realty Corp. (DRE) in Q4 2022, closing a stake of 4,254 shares — an estimated $205K sold.

CJM Wealth Advisers first reported a position in DRE in Q4 2021 and held it in 4 quarters. The position peaked at $275K in Q4 2021. 4 funds tracked by Wall St. Rank hold DRE as of Q4 2022.

CJM Wealth Advisers reported no remaining Duke Realty Corp. position as of Q4 2022 after selling out during the quarter.
CJM Wealth Advisers sold 4,254 Duke Realty Corp. shares in Q4 2022, an estimated $205K.
CJM Wealth Advisers first reported a position in Duke Realty Corp. in Q4 2021 and held it in 4 quarters.
CJM Wealth Advisers's Duke Realty Corp. position peaked at $275K in Q4 2021.
4 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q4 2022.

Based on CJM Wealth Advisers's 13F filing for Q4 2022, filed 15 Sep 2023.