Valley Wealth Managers’s Duke Realty Corp. DRE Stock Holding History

Valley Wealth Managers’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	-1,550	Closed	-$75K	–	476
2022 Q3	$75K	Hold	1,550	–	–	0.01%	220
2022 Q2	$85K	Buy	+1,550	New	+$84.8K	0.01%	224

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

Valley Wealth Managers's DRE Position: Q4 2022 in Review

Valley Wealth Managers sold out of Duke Realty Corp. (DRE) in Q4 2022, closing a stake of 1,550 shares — an estimated $75K sold.

Valley Wealth Managers first reported a position in DRE in Q2 2022 and held it in 2 quarters. The position peaked at $85K in Q2 2022. 4 funds tracked by Wall St. Rank hold DRE as of Q4 2022.

Valley Wealth Managers reported no remaining Duke Realty Corp. position as of Q4 2022 after selling out during the quarter.
Valley Wealth Managers sold 1,550 Duke Realty Corp. shares in Q4 2022, an estimated $75K.
Valley Wealth Managers first reported a position in Duke Realty Corp. in Q2 2022 and held it in 2 quarters.
Valley Wealth Managers's Duke Realty Corp. position peaked at $85K in Q2 2022.
4 funds tracked by Wall St. Rank held Duke Realty Corp. as of Q4 2022.

Based on Valley Wealth Managers's 13F filing for Q4 2022, filed 1 Feb 2023.