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CLA (CliftonLarsonAllen) Wealth Advisors’s Deere & Co DE Stock Holding History

CLA (CliftonLarsonAllen) 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
Q4 		– Sell
-2,634
Closed -$883K – 197
2021
Q3 		$883K Sell
2,634
-20
-0.8% -$7.21K 0.03% 160
2021
Q2 		$936K Buy
+2,654
New +$969K 0.04% 155
2015
Q3 		– Sell
-2,128
Closed -$207K – 117
2015
Q2 		$207K Buy
+2,128
New +$194K 0.04% 158

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
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

CLA (CliftonLarsonAllen) Wealth Advisors's DE Position: Q4 2021 in Review

CLA (CliftonLarsonAllen) Wealth Advisors sold out of Deere & Co (DE) in Q4 2021, closing a stake of 2,634 shares — an estimated $883K sold.

CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in DE in Q2 2015 and held it in 3 quarters. The position peaked at $936K in Q2 2021. 1,901 funds tracked by Wall St. Rank hold DE as of Q4 2021.

  • CLA (CliftonLarsonAllen) Wealth Advisors reported no remaining Deere & Co position as of Q4 2021 after selling out during the quarter.
  • CLA (CliftonLarsonAllen) Wealth Advisors sold 2,634 Deere & Co shares in Q4 2021, an estimated $883K.
  • CLA (CliftonLarsonAllen) Wealth Advisors first reported a position in Deere & Co in Q2 2015 and held it in 3 quarters.
  • CLA (CliftonLarsonAllen) Wealth Advisors's Deere & Co position peaked at $936K in Q2 2021.
  • 1,901 funds tracked by Wall St. Rank held Deere & Co as of Q4 2021.

Based on CLA (CliftonLarsonAllen) Wealth Advisors's 13F filing for Q4 2021, filed 26 Jan 2022.