HWA
DRE

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

HHM 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
-180
Closed -$9K – 758
2022
Q3 		$9K Buy
+180
New +$10.5K ﹤0.01% 463

Other funds holding DRE

BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $484M AUM 15.17% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

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

HHM Wealth Advisors sold out of Duke Realty Corp. (DRE) in Q4 2022, closing a stake of 180 shares — an estimated $9K sold.

HHM Wealth Advisors first reported a position in DRE in Q3 2022 and held it in 1 quarter. The position peaked at $9K in Q3 2022. 4 funds tracked by Wall St. Rank hold DRE as of Q4 2022.

  • HHM Wealth Advisors reported no remaining Duke Realty Corp. position as of Q4 2022 after selling out during the quarter.
  • HHM Wealth Advisors sold 180 Duke Realty Corp. shares in Q4 2022, an estimated $9K.
  • HHM Wealth Advisors first reported a position in Duke Realty Corp. in Q3 2022 and held it in 1 quarter.
  • HHM Wealth Advisors's Duke Realty Corp. position peaked at $9K in Q3 2022.
  • 4 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q4 2022.

Based on HHM Wealth Advisors's 13F filing for Q4 2022, filed 19 Jan 2023.