Icon Wealth Partners’s Deere & Co DE Stock Holding History

Icon Wealth Partners’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 Q3	$154K	Sell	408 -1	-0.2%	-$412	0.02%	322
2023 Q2	$166K	Sell	409 -83	-17%	-$31.7K	0.02%	337
2023 Q1	$203K	Buy	+492	New	+$204K	0.02%	311
2022 Q2	–	Sell	-736	Closed	-$306K	–	309
2022 Q1	$306K	Sell	736 -81	-10%	-$31K	0.03%	268
2021 Q4	$280K	Buy	817 +132	+19%	+$45.9K	0.03%	270
2021 Q3	$230K	Sell	685 -356	-34%	-$128K	0.02%	320
2021 Q2	$367K	Sell	1,041 -202	-16%	-$73.7K	0.04%	269
2021 Q1	$465K	Buy	1,243 +18	+1%	+$5.91K	0.06%	218
2020 Q4	$330K	Sell	1,225 -43	-3%	-$10.7K	0.05%	218
2020 Q3	$281K	Sell	1,268 -13	-1%	-$2.51K	0.05%	208
2020 Q2	$201K	Buy	+1,281	New	+$186K	0.05%	245
2019 Q2	–	Sell	-737	Closed	-$118K	–	307
2019 Q1	$118K	Buy	737 +28	+4%	+$4.47K	0.04%	208
2018 Q4	$106K	Hold	709	–	–	0.05%	207
2018 Q3	$107K	Buy	709 +5	+0.7%	+$718	0.04%	261
2018 Q2	$98K	Sell	704 -9	-1%	-$1.33K	0.04%	241
2018 Q1	$111K	Buy	713 +7	+1%	+$1.14K	0.06%	237
2017 Q4	$110K	Buy	+706	New	+$98.8K	0.05%	257

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Icon Wealth Partners's DE Position: Q3 2023 in Review

Icon Wealth Partners reduced its Deere & Co (DE) stake by 0.24% in Q3 2023, selling an estimated $412 and leaving 408 shares worth $154K. The position accounts for 0.02% of the portfolio, ranked #322.

Icon Wealth Partners first reported a position in DE in Q4 2017 and has held it in 17 quarters since. The position peaked at $465K in Q1 2021. 2,119 funds tracked by Wall St. Rank hold DE as of Q3 2023.

Icon Wealth Partners held 408 shares of Deere & Co worth $154K as of Q3 2023.
Icon Wealth Partners sold 1 Deere & Co share in Q3 2023, an estimated $412.
Deere & Co made up 0.02% of Icon Wealth Partners's portfolio in Q3 2023, its #322 holding.
Icon Wealth Partners first reported a position in Deere & Co in Q4 2017 and has held it in 17 quarters since.
Icon Wealth Partners's Deere & Co position peaked at $465K in Q1 2021.
2,119 funds tracked by Wall St. Rank held Deere & Co as of Q3 2023.

Based on Icon Wealth Partners's 13F filing for Q3 2023, filed 14 Nov 2023.