Bridgewealth Advisory Group’s Deere & Co DE Stock Holding History

Bridgewealth Advisory Group’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 Q1	–	Sell	-480	Closed	-$206K	–	56
2022 Q4	$206K	Buy	+480	New	+$195K	0.4%	49

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

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

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

Bridgewealth Advisory Group's DE Position: Q1 2023 in Review

Bridgewealth Advisory Group sold out of Deere & Co (DE) in Q1 2023, closing a stake of 480 shares — an estimated $206K sold.

Bridgewealth Advisory Group first reported a position in DE in Q4 2022 and held it in 1 quarter. The position peaked at $206K in Q4 2022. 2,140 funds tracked by Wall St. Rank hold DE as of Q1 2023.

Bridgewealth Advisory Group reported no remaining Deere & Co position as of Q1 2023 after selling out during the quarter.
Bridgewealth Advisory Group sold 480 Deere & Co shares in Q1 2023, an estimated $206K.
Bridgewealth Advisory Group first reported a position in Deere & Co in Q4 2022 and held it in 1 quarter.
Bridgewealth Advisory Group's Deere & Co position peaked at $206K in Q4 2022.
2,140 funds tracked by Wall St. Rank held Deere & Co as of Q1 2023.

Based on Bridgewealth Advisory Group's 13F filing for Q1 2023, filed 15 May 2023.