AWM
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Avitas Wealth Management’s Deere & Co DE Stock Holding History

Avitas 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
2024
Q4 		$3.03M Buy
7,155
+48
+0.7% +$20.2K 0.42% 59
2024
Q3 		$2.97M Buy
7,107
+112
+2% +$42.2K 0.42% 63
2024
Q2 		$2.61M Buy
6,995
+30
+0.4% +$11.7K 0.38% 66
2024
Q1 		$2.86M Buy
6,965
+101
+1% +$38.7K 0.43% 56
2023
Q4 		$2.74M Buy
6,864
+219
+3% +$82.6K 0.46% 55
2023
Q3 		$2.51M Sell
6,645
-26
-0.4% -$10.7K 0.48% 55
2023
Q2 		$2.7M Buy
6,671
+65
+1% +$24.9K 0.49% 54
2023
Q1 		$2.73M Sell
6,606
-30
-0.5% -$12.4K 0.53% 52
2022
Q4 		$2.85M Sell
6,636
-15
-0.2% -$6.1K 0.6% 49
2022
Q3 		$2.22M Buy
+6,651
New +$2.28M 0.51% 57
2022
Q2 		– Sell
-1,917
Closed -$796K – 203
2022
Q1 		$796K Buy
+1,917
New +$735K 0.14% 139

Other funds holding DE

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avitas Wealth Management's DE Position: Q4 2024 in Review

Avitas Wealth Management increased its Deere & Co (DE) stake by 0.68% in Q4 2024, buying an estimated $20.2K and bringing the position to 7,155 shares worth $3.03M. The position accounts for 0.42% of the portfolio, ranked #59.

Avitas Wealth Management first reported a position in DE in Q1 2022 and has held it in 11 quarters since. 2,295 funds tracked by Wall St. Rank hold DE as of Q4 2024.

  • Avitas Wealth Management held 7,155 shares of Deere & Co worth $3.03M as of Q4 2024.
  • Avitas Wealth Management bought 48 Deere & Co shares in Q4 2024, an estimated $20.2K.
  • Deere & Co made up 0.42% of Avitas Wealth Management's portfolio in Q4 2024, its #59 holding.
  • Avitas Wealth Management first reported a position in Deere & Co in Q1 2022 and has held it in 11 quarters since.
  • 2,295 funds tracked by Wall St. Rank held Deere & Co as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.