TFC Financial Management’s Duke Realty Corp. DRE Stock Holding History

TFC Financial 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	-783	Closed	-$38K	–	570
2022 Q3	$38K	Hold	783	–	–	0.01%	214
2022 Q2	$43K	Buy	783 +8	+1%	+$438	0.01%	214
2022 Q1	$45K	Hold	775	–	–	0.01%	211
2021 Q4	$51K	Hold	775	–	–	0.02%	214
2021 Q3	$37K	Hold	775	–	–	0.01%	224
2021 Q2	$37K	Sell	775 -125	-14%	-$5.77K	0.01%	224
2021 Q1	$38K	Hold	900	–	–	0.02%	211
2020 Q4	$36K	Hold	900	–	–	0.02%	211
2020 Q3	$33K	Buy	+900	New	+$33.9K	0.02%	203

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

TFC Financial Management's DRE Position: Q4 2022 in Review

TFC Financial Management sold out of Duke Realty Corp. (DRE) in Q4 2022, closing a stake of 783 shares — an estimated $38K sold.

TFC Financial Management first reported a position in DRE in Q3 2020 and held it in 9 quarters. The position peaked at $51K in Q4 2021. 4 funds tracked by Wall St. Rank hold DRE as of Q4 2022.

TFC Financial Management reported no remaining Duke Realty Corp. position as of Q4 2022 after selling out during the quarter.
TFC Financial Management sold 783 Duke Realty Corp. shares in Q4 2022, an estimated $38K.
TFC Financial Management first reported a position in Duke Realty Corp. in Q3 2020 and held it in 9 quarters.
TFC Financial Management's Duke Realty Corp. position peaked at $51K in Q4 2021.
4 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q4 2022.

Based on TFC Financial Management's 13F filing for Q4 2022, filed 13 Feb 2023.