Evoke Wealth’s Duke Realty Corp. DRE Stock Holding History

Evoke Wealth’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	-35	Closed	-$2K	–	1235
2022 Q3	$2K	Buy	35 +1	+3%	+$59	﹤0.01%	1089
2022 Q2	$2K	Sell	34 -1	-3%	-$55	﹤0.01%	1091
2022 Q1	$2K	Buy	35 +12	+52%	+$680	﹤0.01%	1092
2021 Q4	$2K	Buy	23 +7	+44%	+$404	﹤0.01%	1090
2021 Q3	$0	Hold	16	–	–	﹤0.01%	1242
2021 Q2	$1K	Sell	16 -6	-27%	-$277	﹤0.01%	1160
2021 Q1	$1K	Hold	22	–	–	﹤0.01%	1154
2020 Q4	$1K	Hold	22	–	–	﹤0.01%	1018
2020 Q3	$1K	Hold	22	–	–	﹤0.01%	1001
2020 Q2	$1K	Sell	22 -5	-19%	-$171	﹤0.01%	1057
2020 Q1	$874	Sell	27 -13	-33%	-$446	﹤0.01%	949
2019 Q4	$1.39K	Hold	40	–	–	﹤0.01%	1125
2019 Q3	$1.36K	Buy	+40	New	+$1.32K	﹤0.01%	1277

Other funds holding DRE

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 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

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

Evoke Wealth's DRE Position: Q4 2022 in Review

Evoke Wealth sold out of Duke Realty Corp. (DRE) in Q4 2022, closing a stake of 35 shares — an estimated $2K sold.

Evoke Wealth first reported a position in DRE in Q3 2019 and held it in 13 quarters. The position peaked at $2K in Q3 2022. 4 funds tracked by Wall St. Rank hold DRE as of Q4 2022.

Evoke Wealth reported no remaining Duke Realty Corp. position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 35 Duke Realty Corp. shares in Q4 2022, an estimated $2K.
Evoke Wealth first reported a position in Duke Realty Corp. in Q3 2019 and held it in 13 quarters.
Evoke Wealth's Duke Realty Corp. position peaked at $2K in Q3 2022.
4 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.