FP
DE icon

Fiduciary Planning’s Deere & Co DE Stock Holding History

Fiduciary Planning’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
Q2 		– Sell
-266
Closed -$100K – 106
2021
Q1 		$100K Hold
266
– – 0.15% 54
2020
Q4 		$72K Buy
266
+66
+33% +$16.4K 0.1% 67
2020
Q3 		$44K Buy
+200
New +$38.6K 0.07% 66

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fiduciary Planning's DE Position: Q2 2021 in Review

Fiduciary Planning sold out of Deere & Co (DE) in Q2 2021, closing a stake of 266 shares — an estimated $100K sold.

Fiduciary Planning first reported a position in DE in Q3 2020 and held it in 3 quarters. The position peaked at $100K in Q1 2021. 1,728 funds tracked by Wall St. Rank hold DE as of Q2 2021.

  • Fiduciary Planning reported no remaining Deere & Co position as of Q2 2021 after selling out during the quarter.
  • Fiduciary Planning sold 266 Deere & Co shares in Q2 2021, an estimated $100K.
  • Fiduciary Planning first reported a position in Deere & Co in Q3 2020 and held it in 3 quarters.
  • Fiduciary Planning's Deere & Co position peaked at $100K in Q1 2021.
  • 1,728 funds tracked by Wall St. Rank held Deere & Co as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.