Peak Financial Advisors’s Deere & Co DE Stock Holding History

Peak Financial 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 Q1	–	Sell	-6,331	Closed	-$2.53M	–	74
2023 Q4	$2.53M	Buy	+6,331	New	+$2.39M	1.69%	25

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

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

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

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

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

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

Peak Financial Advisors's DE Position: Q1 2024 in Review

Peak Financial Advisors sold out of Deere & Co (DE) in Q1 2024, closing a stake of 6,331 shares — an estimated $2.53M sold.

Peak Financial Advisors first reported a position in DE in Q4 2023 and held it in 1 quarter. The position peaked at $2.53M in Q4 2023. 2,201 funds tracked by Wall St. Rank hold DE as of Q1 2024.

Peak Financial Advisors reported no remaining Deere & Co position as of Q1 2024 after selling out during the quarter.
Peak Financial Advisors sold 6,331 Deere & Co shares in Q1 2024, an estimated $2.53M.
Peak Financial Advisors first reported a position in Deere & Co in Q4 2023 and held it in 1 quarter.
Peak Financial Advisors's Deere & Co position peaked at $2.53M in Q4 2023.
2,201 funds tracked by Wall St. Rank held Deere & Co as of Q1 2024.

Based on Peak Financial Advisors's 13F filing for Q1 2024, filed 12 Apr 2024.