NWMG
DE icon

National Wealth Management Group’s Deere & Co DE Stock Holding History

National Wealth Management Group’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 		– Sell
-594
Closed -$256K – 135
2023
Q2 		$256K Buy
+594
New +$227K 0.27% 108
2022
Q4 		– Sell
-1,155
Closed -$386K – 143
2022
Q3 		$386K Buy
+1,155
New +$396K 0.5% 56

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

National Wealth Management Group's DE Position: Q3 2023 in Review

National Wealth Management Group sold out of Deere & Co (DE) in Q3 2023, closing a stake of 594 shares — an estimated $256K sold.

National Wealth Management Group first reported a position in DE in Q3 2022 and held it in 2 quarters. The position peaked at $386K in Q3 2022. 2,119 funds tracked by Wall St. Rank hold DE as of Q3 2023.

  • National Wealth Management Group reported no remaining Deere & Co position as of Q3 2023 after selling out during the quarter.
  • National Wealth Management Group sold 594 Deere & Co shares in Q3 2023, an estimated $256K.
  • National Wealth Management Group first reported a position in Deere & Co in Q3 2022 and held it in 2 quarters.
  • National Wealth Management Group's Deere & Co position peaked at $386K in Q3 2022.
  • 2,119 funds tracked by Wall St. Rank held Deere & Co as of Q3 2023.

Based on National Wealth Management Group's 13F filing for Q3 2023, filed 13 Nov 2023.