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Centric Wealth Management’s Deere & Co DE Stock Holding History

Centric 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
Q1 		– Sell
-7,687
Closed -$2.97M – 163
2023
Q4 		$2.97M Buy
7,687
+691
+10% +$261K 0.98% 27
2023
Q3 		$2.64M Buy
+6,996
New +$2.89M 1.1% 23

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Centric Wealth Management's DE Position: Q1 2024 in Review

Centric Wealth Management sold out of Deere & Co (DE) in Q1 2024, closing a stake of 7,687 shares — an estimated $2.97M sold.

Centric Wealth Management first reported a position in DE in Q3 2023 and held it in 2 quarters. The position peaked at $2.97M in Q4 2023. 2,200 funds tracked by Wall St. Rank hold DE as of Q1 2024.

  • Centric Wealth Management reported no remaining Deere & Co position as of Q1 2024 after selling out during the quarter.
  • Centric Wealth Management sold 7,687 Deere & Co shares in Q1 2024, an estimated $2.97M.
  • Centric Wealth Management first reported a position in Deere & Co in Q3 2023 and held it in 2 quarters.
  • Centric Wealth Management's Deere & Co position peaked at $2.97M in Q4 2023.
  • 2,200 funds tracked by Wall St. Rank held Deere & Co as of Q1 2024.

Based on Centric Wealth Management's 13F filing for Q1 2024, filed 1 May 2024.