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Burt Wealth Advisors’s Deere & Co DE Stock Holding History

Burt Wealth Advisors’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
2021
Q1 		– Sell
-103
Closed -$28K – 151
2020
Q4 		$28K Hold
103
– – 0.01% 221
2020
Q3 		$23K Buy
+103
New +$19.9K 0.01% 230
2016
Q2 		– Sell
-11
Closed -$1K – 458
2016
Q1 		$1K Buy
+11
New +$861 ﹤0.01% 495

Other funds holding DE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Burt Wealth Advisors's DE Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Deere & Co (DE) in Q1 2021, closing a stake of 103 shares — an estimated $28K sold.

Burt Wealth Advisors first reported a position in DE in Q1 2016 and held it in 3 quarters. The position peaked at $28K in Q4 2020. 1,724 funds tracked by Wall St. Rank hold DE as of Q1 2021.

  • Burt Wealth Advisors reported no remaining Deere & Co position as of Q1 2021 after selling out during the quarter.
  • Burt Wealth Advisors sold 103 Deere & Co shares in Q1 2021, an estimated $28K.
  • Burt Wealth Advisors first reported a position in Deere & Co in Q1 2016 and held it in 3 quarters.
  • Burt Wealth Advisors's Deere & Co position peaked at $28K in Q4 2020.
  • 1,724 funds tracked by Wall St. Rank held Deere & Co as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.