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Balboa Wealth Partners’s Deere & Co DE Stock Holding History

Balboa Wealth Partners’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
Q4 		– Sell
-565
Closed -$213K – 294
2023
Q3 		$213K Sell
565
-156
-22% -$64.3K 0.08% 198
2023
Q2 		$292K Buy
721
+29
+4% +$11.1K 0.1% 161
2023
Q1 		$286K Sell
692
-138
-17% -$57.1K 0.11% 165
2022
Q4 		$356K Buy
830
+199
+32% +$80.9K 0.16% 138
2022
Q3 		$211K Buy
+631
New +$216K 0.09% 188

Other funds holding DE

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Balboa Wealth Partners's DE Position: Q4 2023 in Review

Balboa Wealth Partners sold out of Deere & Co (DE) in Q4 2023, closing a stake of 565 shares — an estimated $213K sold.

Balboa Wealth Partners first reported a position in DE in Q3 2022 and held it in 5 quarters. The position peaked at $356K in Q4 2022. 2,218 funds tracked by Wall St. Rank hold DE as of Q4 2023.

  • Balboa Wealth Partners reported no remaining Deere & Co position as of Q4 2023 after selling out during the quarter.
  • Balboa Wealth Partners sold 565 Deere & Co shares in Q4 2023, an estimated $213K.
  • Balboa Wealth Partners first reported a position in Deere & Co in Q3 2022 and held it in 5 quarters.
  • Balboa Wealth Partners's Deere & Co position peaked at $356K in Q4 2022.
  • 2,218 funds tracked by Wall St. Rank held Deere & Co as of Q4 2023.

Based on Balboa Wealth Partners's 13F filing for Q4 2023, filed 9 Feb 2024.