CVA Family Office’s Duke Realty Corp. DRE Stock Holding History

CVA Family Office’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	-115	Closed	-$6K	–	1030
2022 Q3	$6K	Buy	115 +75	+188%	+$4.39K	﹤0.01%	709
2022 Q2	$2K	Hold	40	–	–	﹤0.01%	846
2022 Q1	$2K	Buy	+40	New	+$2.27K	﹤0.01%	896

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

CVA Family Office's DRE Position: Q4 2022 in Review

CVA Family Office sold out of Duke Realty Corp. (DRE) in Q4 2022, closing a stake of 115 shares — an estimated $6K sold.

CVA Family Office first reported a position in DRE in Q1 2022 and held it in 3 quarters. The position peaked at $6K in Q3 2022. 4 funds tracked by Wall St. Rank hold DRE as of Q4 2022.

CVA Family Office reported no remaining Duke Realty Corp. position as of Q4 2022 after selling out during the quarter.
CVA Family Office sold 115 Duke Realty Corp. shares in Q4 2022, an estimated $6K.
CVA Family Office first reported a position in Duke Realty Corp. in Q1 2022 and held it in 3 quarters.
CVA Family Office's Duke Realty Corp. position peaked at $6K in Q3 2022.
4 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q4 2022.

Based on CVA Family Office's 13F filing for Q4 2022, filed 22 Feb 2023.