FPFS
DRE

First Personal Financial Services’s Duke Realty Corp. DRE Stock Holding History

First Personal Financial Services’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
-700
Closed -$34K – 445
2022
Q3 		$34K Hold
700
– – 0.01% 238
2022
Q2 		$38K Hold
700
– – 0.01% 206
2022
Q1 		$41K Sell
700
-1,400
-67% -$79.3K 0.01% 210
2021
Q4 		$138K Hold
2,100
– – 0.03% 135
2021
Q3 		$101K Hold
2,100
– – 0.03% 150
2021
Q2 		$99K Hold
2,100
– – 0.03% 151
2021
Q1 		$88K Hold
2,100
– – 0.02% 150
2020
Q4 		$84K Hold
2,100
– – 0.02% 151
2020
Q3 		$77K Hold
2,100
– – 0.02% 157
2020
Q2 		$74K Hold
2,100
– – 0.03% 160
2020
Q1 		$68K Hold
2,100
– – 0.03% 161
2019
Q4 		$73K Hold
2,100
– – 0.02% 174
2019
Q3 		$71K Hold
2,100
– – 0.02% 209
2019
Q2 		$66K Hold
2,100
– – 0.02% 249
2019
Q1 		$64K Hold
2,100
– – 0.02% 245
2018
Q4 		$54K Hold
2,100
– – 0.02% 247
2018
Q3 		$60K Hold
2,100
– – 0.02% 255
2018
Q2 		$61K Sell
2,100
-1,276
-38% -$35.2K 0.02% 247
2018
Q1 		$90K Buy
3,376
+229
+7% +$5.89K 0.02% 332
2017
Q4 		$86K Sell
3,147
-46
-1% -$1.31K 0.02% 363
2017
Q3 		$92K Sell
3,193
-738
-19% -$21.2K 0.02% 330
2017
Q2 		$110K Buy
3,931
+46
+1% +$1.29K 0.02% 301
2017
Q1 		$102K Buy
3,885
+2,100
+118% +$54K 0.02% 291
2016
Q4 		$47K Buy
1,785
+61
+4% +$1.55K 0.01% 390
2016
Q3 		$47K Buy
1,724
+115
+7% +$3.18K 0.01% 284
2016
Q2 		$43K Buy
+1,609
New +$37.8K 0.01% 295

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

First Personal Financial Services's DRE Position: Q4 2022 in Review

First Personal Financial Services sold out of Duke Realty Corp. (DRE) in Q4 2022, closing a stake of 700 shares — an estimated $34K sold.

First Personal Financial Services first reported a position in DRE in Q2 2016 and held it in 26 quarters. The position peaked at $138K in Q4 2021. 4 funds tracked by Wall St. Rank hold DRE as of Q4 2022.

  • First Personal Financial Services reported no remaining Duke Realty Corp. position as of Q4 2022 after selling out during the quarter.
  • First Personal Financial Services sold 700 Duke Realty Corp. shares in Q4 2022, an estimated $34K.
  • First Personal Financial Services first reported a position in Duke Realty Corp. in Q2 2016 and held it in 26 quarters.
  • First Personal Financial Services's Duke Realty Corp. position peaked at $138K in Q4 2021.
  • 4 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q4 2022.

Based on First Personal Financial Services's 13F filing for Q4 2022, filed 27 Jan 2023.