TWM
DRE

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

Tradition 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
-963
Closed -$46K – 1234
2022
Q3 		$46K Buy
+963
New +$56.4K 0.01% 529

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

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

Tradition Wealth Management sold out of Duke Realty Corp. (DRE) in Q4 2022, closing a stake of 963 shares — an estimated $46K sold.

Tradition Wealth Management first reported a position in DRE in Q3 2022 and held it in 1 quarter. The position peaked at $46K in Q3 2022. 4 funds tracked by Wall St. Rank hold DRE as of Q4 2022.

  • Tradition Wealth Management reported no remaining Duke Realty Corp. position as of Q4 2022 after selling out during the quarter.
  • Tradition Wealth Management sold 963 Duke Realty Corp. shares in Q4 2022, an estimated $46K.
  • Tradition Wealth Management first reported a position in Duke Realty Corp. in Q3 2022 and held it in 1 quarter.
  • Tradition Wealth Management's Duke Realty Corp. position peaked at $46K in Q3 2022.
  • 4 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q4 2022.

Based on Tradition Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.