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Core Wealth Advisors (Florida)’s Deere & Co DE Stock Holding History

Core Wealth Advisors (Florida)’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
Q2 		– Sell
-85
Closed -$34.9K – 99
2024
Q1 		$34.9K Hold
85
– – 0.01% 115
2023
Q4 		$34K Buy
85
+70
+467% +$26.4K 0.01% 107
2023
Q3 		$5.66K Hold
15
– – ﹤0.01% 194
2023
Q2 		$6.08K Hold
15
– – ﹤0.01% 188
2023
Q1 		$6.19K Hold
15
– – ﹤0.01% 183
2022
Q4 		$6.43K Buy
+15
New +$6.1K ﹤0.01% 190
2020
Q2 		– Sell
-22
Closed -$3K – 136
2020
Q1 		$3K Buy
+22
New +$3.48K ﹤0.01% 116

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Core Wealth Advisors (Florida)'s DE Position: Q2 2024 in Review

Core Wealth Advisors (Florida) sold out of Deere & Co (DE) in Q2 2024, closing a stake of 85 shares — an estimated $34.9K sold.

Core Wealth Advisors (Florida) first reported a position in DE in Q1 2020 and held it in 7 quarters. The position peaked at $34.9K in Q1 2024. 2,119 funds tracked by Wall St. Rank hold DE as of Q2 2024.

  • Core Wealth Advisors (Florida) reported no remaining Deere & Co position as of Q2 2024 after selling out during the quarter.
  • Core Wealth Advisors (Florida) sold 85 Deere & Co shares in Q2 2024, an estimated $34.9K.
  • Core Wealth Advisors (Florida) first reported a position in Deere & Co in Q1 2020 and held it in 7 quarters.
  • Core Wealth Advisors (Florida)'s Deere & Co position peaked at $34.9K in Q1 2024.
  • 2,119 funds tracked by Wall St. Rank held Deere & Co as of Q2 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2024, filed 15 Aug 2024.