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Caliber Wealth Management (Utah)’s Deere & Co DE Stock Holding History

Caliber Wealth Management (Utah)’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
-731
Closed -$313K – 70
2022
Q4 		$313K Buy
+731
New +$297K 0.24% 75

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
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
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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Caliber Wealth Management (Utah)'s DE Position: Q1 2023 in Review

Caliber Wealth Management (Utah) sold out of Deere & Co (DE) in Q1 2023, closing a stake of 731 shares — an estimated $313K sold.

Caliber Wealth Management (Utah) first reported a position in DE in Q4 2022 and held it in 1 quarter. The position peaked at $313K in Q4 2022. 2,141 funds tracked by Wall St. Rank hold DE as of Q1 2023.

  • Caliber Wealth Management (Utah) reported no remaining Deere & Co position as of Q1 2023 after selling out during the quarter.
  • Caliber Wealth Management (Utah) sold 731 Deere & Co shares in Q1 2023, an estimated $313K.
  • Caliber Wealth Management (Utah) first reported a position in Deere & Co in Q4 2022 and held it in 1 quarter.
  • Caliber Wealth Management (Utah)'s Deere & Co position peaked at $313K in Q4 2022.
  • 2,141 funds tracked by Wall St. Rank held Deere & Co as of Q1 2023.

Based on Caliber Wealth Management (Utah)'s 13F filing for Q1 2023, filed 10 Apr 2023.