EWA
DRE

EverSource Wealth Advisors’s Duke Realty Corp. DRE Stock Holding History

EverSource Wealth Advisors’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
-696
Closed -$33K – 2469
2022
Q3 		$33K Buy
696
+315
+83% +$18.4K 0.01% 747
2022
Q2 		$21K Sell
381
-29
-7% -$1.59K 0.01% 822
2022
Q1 		$24K Buy
410
+114
+39% +$6.46K 0.01% 641
2021
Q4 		$20K Buy
+296
New +$17.1K 0.01% 696

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

EverSource Wealth Advisors's DRE Position: Q4 2022 in Review

EverSource Wealth Advisors sold out of Duke Realty Corp. (DRE) in Q4 2022, closing a stake of 696 shares — an estimated $33K sold.

EverSource Wealth Advisors first reported a position in DRE in Q4 2021 and held it in 4 quarters. The position peaked at $33K in Q3 2022. 4 funds tracked by Wall St. Rank hold DRE as of Q4 2022.

  • EverSource Wealth Advisors reported no remaining Duke Realty Corp. position as of Q4 2022 after selling out during the quarter.
  • EverSource Wealth Advisors sold 696 Duke Realty Corp. shares in Q4 2022, an estimated $33K.
  • EverSource Wealth Advisors first reported a position in Duke Realty Corp. in Q4 2021 and held it in 4 quarters.
  • EverSource Wealth Advisors's Duke Realty Corp. position peaked at $33K in Q3 2022.
  • 4 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q4 2022.

Based on EverSource Wealth Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.