Intercontinental Wealth Advisors’s Deere & Co DE Stock Holding History

Intercontinental 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
2023 Q2	$226K	Sell	557 -1	-0.2%	-$382	0.05%	292
2023 Q1	$230K	Buy	558 +1	+0.2%	+$414	0.06%	292
2022 Q4	$239K	Buy	+557	New	+$226K	0.07%	252
2022 Q2	–	Sell	-559	Closed	-$232K	–	277
2022 Q1	$232K	Buy	+559	New	+$214K	0.05%	268
2021 Q2	–	Sell	-550	Closed	-$206K	–	290
2021 Q1	$206K	Buy	+550	New	+$181K	0.04%	265
2019 Q4	–	Sell	-30	Closed	-$5K	–	365
2019 Q3	$5K	Hold	30	–	–	﹤0.01%	391
2019 Q2	$5K	Hold	30	–	–	﹤0.01%	366
2019 Q1	$5K	Hold	30	–	–	﹤0.01%	388
2018 Q4	$4K	Buy	+30	New	+$4.39K	﹤0.01%	410

Other funds holding DE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Intercontinental Wealth Advisors's DE Position: Q2 2023 in Review

Intercontinental Wealth Advisors reduced its Deere & Co (DE) stake by 0.18% in Q2 2023, selling an estimated $382 and leaving 557 shares worth $226K. The position accounts for 0.05% of the portfolio, ranked #292.

Intercontinental Wealth Advisors first reported a position in DE in Q4 2018 and has held it in 9 quarters since. The position peaked at $239K in Q4 2022. 2,139 funds tracked by Wall St. Rank hold DE as of Q2 2023.

Intercontinental Wealth Advisors held 557 shares of Deere & Co worth $226K as of Q2 2023.
Intercontinental Wealth Advisors sold 1 Deere & Co share in Q2 2023, an estimated $382.
Deere & Co made up 0.05% of Intercontinental Wealth Advisors's portfolio in Q2 2023, its #292 holding.
Intercontinental Wealth Advisors first reported a position in Deere & Co in Q4 2018 and has held it in 9 quarters since.
Intercontinental Wealth Advisors's Deere & Co position peaked at $239K in Q4 2022.
2,139 funds tracked by Wall St. Rank held Deere & Co as of Q2 2023.

Based on Intercontinental Wealth Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.