Atlas Private Wealth Management’s Deere & Co DE Stock Holding History

Atlas Private Wealth Management’s Portfolio DE Stock Details DE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-548	Closed	-$222K	–	112
2023 Q2	$222K	Buy	+548	New	+$210K	0.12%	114
2020 Q1	–	Sell	-168	Closed	-$29K	–	455
2019 Q4	$29K	Buy	+168	New	+$28.9K	0.02%	246

Other funds holding DE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Atlas Private Wealth Management's DE Position: Q3 2023 in Review

Atlas Private Wealth Management sold out of Deere & Co (DE) in Q3 2023, closing a stake of 548 shares — an estimated $222K sold.

Atlas Private Wealth Management first reported a position in DE in Q4 2019 and held it in 2 quarters. The position peaked at $222K in Q2 2023. 2,119 funds tracked by Wall St. Rank hold DE as of Q3 2023.

Atlas Private Wealth Management reported no remaining Deere & Co position as of Q3 2023 after selling out during the quarter.
Atlas Private Wealth Management sold 548 Deere & Co shares in Q3 2023, an estimated $222K.
Atlas Private Wealth Management first reported a position in Deere & Co in Q4 2019 and held it in 2 quarters.
Atlas Private Wealth Management's Deere & Co position peaked at $222K in Q2 2023.
2,119 funds tracked by Wall St. Rank held Deere & Co as of Q3 2023.

Based on Atlas Private Wealth Management's 13F filing for Q3 2023, filed 23 Oct 2023.