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Pacific Capital Wealth Advisors’s Deere & Co DE Stock Holding History

Pacific Capital 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
2025
Q1 		– Sell
-9
Closed -$3.81K – 156
2024
Q4 		$3.81K Sell
9
-3
-25% -$1.26K ﹤0.01% 322
2024
Q3 		$5.01K Buy
12
+1
+9% +$377 ﹤0.01% 347
2024
Q2 		$4.11K Buy
+11
New +$4.29K ﹤0.01% 402

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Pacific Capital Wealth Advisors's DE Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Deere & Co (DE) in Q1 2025, closing a stake of 9 shares — an estimated $3.81K sold.

Pacific Capital Wealth Advisors first reported a position in DE in Q2 2024 and held it in 3 quarters. The position peaked at $5.01K in Q3 2024. 2,339 funds tracked by Wall St. Rank hold DE as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining Deere & Co position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 9 Deere & Co shares in Q1 2025, an estimated $3.81K.
  • Pacific Capital Wealth Advisors first reported a position in Deere & Co in Q2 2024 and held it in 3 quarters.
  • Pacific Capital Wealth Advisors's Deere & Co position peaked at $5.01K in Q3 2024.
  • 2,339 funds tracked by Wall St. Rank held Deere & Co as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.