PFWA
DRE

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

Paces Ferry 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
2020
Q4 		– Sell
-110
Closed -$4K – 1230
2020
Q3 		$4K Buy
+110
New +$4.14K ﹤0.01% 572

Other funds holding DRE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Paces Ferry Wealth Advisors's DRE Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Duke Realty Corp. (DRE) in Q4 2020, closing a stake of 110 shares — an estimated $4K sold.

Paces Ferry Wealth Advisors first reported a position in DRE in Q3 2020 and held it in 1 quarter. The position peaked at $4K in Q3 2020. 460 funds tracked by Wall St. Rank hold DRE as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Duke Realty Corp. position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 110 Duke Realty Corp. shares in Q4 2020, an estimated $4K.
  • Paces Ferry Wealth Advisors first reported a position in Duke Realty Corp. in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Duke Realty Corp. position peaked at $4K in Q3 2020.
  • 460 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.