McKinley Carter Wealth Services’s Duke Realty Corp. DRE Stock Holding History

McKinley Carter Wealth 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	-5,000	Closed	-$241K	–	301
2022 Q3	$241K	Hold	5,000	–	–	0.02%	253
2022 Q2	$275K	Hold	5,000	–	–	0.02%	253
2022 Q1	$290K	Buy	+5,000	New	+$283K	0.02%	242

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

McKinley Carter Wealth Services's DRE Position: Q4 2022 in Review

McKinley Carter Wealth Services sold out of Duke Realty Corp. (DRE) in Q4 2022, closing a stake of 5,000 shares — an estimated $241K sold.

McKinley Carter Wealth Services first reported a position in DRE in Q1 2022 and held it in 3 quarters. The position peaked at $290K in Q1 2022. 4 funds tracked by Wall St. Rank hold DRE as of Q4 2022.

McKinley Carter Wealth Services reported no remaining Duke Realty Corp. position as of Q4 2022 after selling out during the quarter.
McKinley Carter Wealth Services sold 5,000 Duke Realty Corp. shares in Q4 2022, an estimated $241K.
McKinley Carter Wealth Services first reported a position in Duke Realty Corp. in Q1 2022 and held it in 3 quarters.
McKinley Carter Wealth Services's Duke Realty Corp. position peaked at $290K in Q1 2022.
4 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q4 2022.

Based on McKinley Carter Wealth Services's 13F filing for Q4 2022, filed 8 Feb 2023.