CFA
DE icon

Compass Financial Advisors’s Deere & Co DE Stock Holding History

Compass Financial 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
2023
Q2 		– Sell
-490
Closed -$202K – 19
2023
Q1 		$202K Hold
490
– – 0.26% 118
2022
Q4 		$210K Buy
+490
New +$199K 0.28% 118
2022
Q2 		– Sell
-490
Closed -$204K – 127
2022
Q1 		$204K Sell
490
-100
-17% -$38.3K 0.23% 132
2021
Q4 		$202K Buy
+590
New +$205K 0.22% 130

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

Compass Financial Advisors's DE Position: Q2 2023 in Review

Compass Financial Advisors sold out of Deere & Co (DE) in Q2 2023, closing a stake of 490 shares — an estimated $202K sold.

Compass Financial Advisors first reported a position in DE in Q4 2021 and held it in 4 quarters. The position peaked at $210K in Q4 2022. 2,139 funds tracked by Wall St. Rank hold DE as of Q2 2023.

  • Compass Financial Advisors reported no remaining Deere & Co position as of Q2 2023 after selling out during the quarter.
  • Compass Financial Advisors sold 490 Deere & Co shares in Q2 2023, an estimated $202K.
  • Compass Financial Advisors first reported a position in Deere & Co in Q4 2021 and held it in 4 quarters.
  • Compass Financial Advisors's Deere & Co position peaked at $210K in Q4 2022.
  • 2,139 funds tracked by Wall St. Rank held Deere & Co as of Q2 2023.

Based on Compass Financial Advisors's 13F filing for Q2 2023.