Prestige Wealth Management Group’s Duke Realty Corp. DRE Stock Holding History

Prestige Wealth Management Group’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	-302	Closed	-$15K	–	1199
2022 Q3	$15K	Hold	302	–	–	﹤0.01%	368
2022 Q2	$17K	Hold	302	–	–	﹤0.01%	364
2022 Q1	$18K	Hold	302	–	–	﹤0.01%	371
2021 Q4	$20K	Hold	302	–	–	﹤0.01%	381
2021 Q3	$14K	Hold	302	–	–	﹤0.01%	431
2021 Q2	$14K	Hold	302	–	–	﹤0.01%	420
2021 Q1	$13K	Buy	302 +74	+32%	+$2.98K	﹤0.01%	435
2020 Q4	$9K	Buy	228 +9	+4%	+$351	﹤0.01%	483
2020 Q3	$8K	Hold	219	–	–	﹤0.01%	482
2020 Q2	$8K	Sell	219 -15	-6%	-$512	﹤0.01%	466
2020 Q1	$8K	Buy	+234	New	+$8.02K	﹤0.01%	429
2019 Q1	–	Sell	-253	Closed	-$7K	–	1210
2018 Q4	$7K	Buy	+253	New	+$7.02K	0.01%	530

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

Prestige Wealth Management Group's DRE Position: Q4 2022 in Review

Prestige Wealth Management Group sold out of Duke Realty Corp. (DRE) in Q4 2022, closing a stake of 302 shares — an estimated $15K sold.

Prestige Wealth Management Group first reported a position in DRE in Q4 2018 and held it in 12 quarters. The position peaked at $20K in Q4 2021. 4 funds tracked by Wall St. Rank hold DRE as of Q4 2022.

Prestige Wealth Management Group reported no remaining Duke Realty Corp. position as of Q4 2022 after selling out during the quarter.
Prestige Wealth Management Group sold 302 Duke Realty Corp. shares in Q4 2022, an estimated $15K.
Prestige Wealth Management Group first reported a position in Duke Realty Corp. in Q4 2018 and held it in 12 quarters.
Prestige Wealth Management Group's Duke Realty Corp. position peaked at $20K in Q4 2021.
4 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q4 2022.

Based on Prestige Wealth Management Group's 13F filing for Q4 2022, filed 8 Feb 2023.