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Atria Wealth Solutions’s Deere & Co DE Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$2.62M Sell
5,119
-5,956
-54% -$2.92M 0.06% 350
2025
Q1 		$5.21M Sell
11,075
-3,067
-22% -$1.43M 0.06% 326
2024
Q4 		$6M Buy
14,142
+1,979
+16% +$834K 0.07% 311
2024
Q3 		$5.08M Sell
12,163
-3,325
-21% -$1.25M 0.06% 347
2024
Q2 		$5.79M Sell
15,488
-3,643
-19% -$1.42M 0.06% 303
2024
Q1 		$7.86M Buy
19,131
+168
+0.9% +$64.4K 0.09% 241
2023
Q4 		$7.59M Sell
18,963
-1,247
-6% -$470K 0.1% 219
2023
Q3 		$7.63M Sell
20,210
-217
-1% -$89.5K 0.11% 195
2023
Q2 		$8.28M Buy
20,427
+598
+3% +$229K 0.11% 180
2023
Q1 		$8.19M Sell
19,829
-1,004
-5% -$416K 0.12% 170
2022
Q4 		$8.94M Buy
20,833
+656
+3% +$267K 0.14% 155
2022
Q3 		$6.74M Buy
20,177
+9,668
+92% +$3.31M 0.12% 182
2022
Q2 		$3.15M Sell
10,509
-8,641
-45% -$3.18M 0.06% 331
2022
Q1 		$7.96M Buy
+19,150
New +$7.34M 0.13% 165

Other funds holding DE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return