SWA
DRE

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

Sutton 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
-91
Closed -$4.39K – 1729
2022
Q3 		$4.39K Sell
91
-27
-23% -$1.58K ﹤0.01% 1092
2022
Q2 		$6.48K Buy
118
+63
+115% +$3.45K ﹤0.01% 1023
2022
Q1 		$3.19K Buy
55
+2
+4% +$113 ﹤0.01% 1139
2021
Q4 		$3.48K Hold
53
– – ﹤0.01% 1128
2021
Q3 		$2.54K Hold
53
– – ﹤0.01% 1142
2021
Q2 		$2.51K Hold
53
– – ﹤0.01% 1138
2021
Q1 		$2.22K Hold
53
– – ﹤0.01% 1129
2020
Q4 		$2.12K Buy
53
+24
+83% +$936 ﹤0.01% 1102
2020
Q3 		$1.07K Hold
29
– – ﹤0.01% 1129
2020
Q2 		$1.03K Buy
29
+23
+383% +$785 ﹤0.01% 1121
2020
Q1 		$194 Buy
+6
New +$206 ﹤0.01% 1182
2017
Q1 		– Sell
-375
Closed -$9.96K – 1086
2016
Q4 		$9.96K Hold
375
– – 0.01% 693
2016
Q3 		$10.2K Hold
375
– – 0.01% 658
2016
Q2 		$10K Buy
+375
New +$8.82K 0.01% 631

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

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

Sutton Wealth Advisors sold out of Duke Realty Corp. (DRE) in Q4 2022, closing a stake of 91 shares — an estimated $4.39K sold.

Sutton Wealth Advisors first reported a position in DRE in Q2 2016 and held it in 14 quarters. The position peaked at $10.2K in Q3 2016. 4 funds tracked by Wall St. Rank hold DRE as of Q4 2022.

  • Sutton Wealth Advisors reported no remaining Duke Realty Corp. position as of Q4 2022 after selling out during the quarter.
  • Sutton Wealth Advisors sold 91 Duke Realty Corp. shares in Q4 2022, an estimated $4.39K.
  • Sutton Wealth Advisors first reported a position in Duke Realty Corp. in Q2 2016 and held it in 14 quarters.
  • Sutton Wealth Advisors's Duke Realty Corp. position peaked at $10.2K in Q3 2016.
  • 4 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q4 2022.

Based on Sutton Wealth Advisors's 13F filing for Q4 2022, filed 7 Nov 2023.