Financial Synergies Wealth Advisors’s Deere & Co DE Stock Holding History

Financial Synergies 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
2024 Q2	–	Sell	-104	Closed	-$42.7K	–	157
2024 Q1	$42.7K	Buy	104 +100	+2,500%	+$38.3K	0.01%	138
2023 Q4	$1.72K	Sell	4 -100	-96%	-$37.7K	﹤0.01%	258
2023 Q3	$39.2K	Buy	104 +100	+2,500%	+$41.2K	0.01%	125
2023 Q2	$1.62K	Hold	4	–	–	﹤0.01%	313
2023 Q1	$1.65K	Hold	4	–	–	﹤0.01%	314
2022 Q4	$1.72K	Buy	+4	New	+$1.63K	﹤0.01%	258
2022 Q3	–	Sell	-3	Closed	-$899	–	483
2022 Q2	$899	Buy	+3	New	+$1.1K	﹤0.01%	320

Other funds holding DE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Financial Synergies Wealth Advisors's DE Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Deere & Co (DE) in Q2 2024, closing a stake of 104 shares — an estimated $42.7K sold.

Financial Synergies Wealth Advisors first reported a position in DE in Q2 2022 and held it in 7 quarters. The position peaked at $42.7K in Q1 2024. 2,120 funds tracked by Wall St. Rank hold DE as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Deere & Co position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 104 Deere & Co shares in Q2 2024, an estimated $42.7K.
Financial Synergies Wealth Advisors first reported a position in Deere & Co in Q2 2022 and held it in 7 quarters.
Financial Synergies Wealth Advisors's Deere & Co position peaked at $42.7K in Q1 2024.
2,120 funds tracked by Wall St. Rank held Deere & Co as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.