SWM
DRE

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

Selective Wealth Management’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
-1,600
Closed -$77K – 792
2022
Q3 		$77K Hold
1,600
– – 0.03% 245
2022
Q2 		$88K Hold
1,600
– – 0.03% 239
2022
Q1 		$93K Buy
+1,600
New +$90.6K 0.03% 218

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

Selective Wealth Management's DRE Position: Q4 2022 in Review

Selective Wealth Management sold out of Duke Realty Corp. (DRE) in Q4 2022, closing a stake of 1,600 shares — an estimated $77K sold.

Selective Wealth Management first reported a position in DRE in Q1 2022 and held it in 3 quarters. The position peaked at $93K in Q1 2022. 4 funds tracked by Wall St. Rank hold DRE as of Q4 2022.

  • Selective Wealth Management reported no remaining Duke Realty Corp. position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 1,600 Duke Realty Corp. shares in Q4 2022, an estimated $77K.
  • Selective Wealth Management first reported a position in Duke Realty Corp. in Q1 2022 and held it in 3 quarters.
  • Selective Wealth Management's Duke Realty Corp. position peaked at $93K in Q1 2022.
  • 4 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.