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

Perfromance 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
2024
Q1 		– Sell
-508
Closed -$203K – 169
2023
Q4 		$203K Buy
+508
New +$192K 0.01% 154
2023
Q3 		– Sell
-508
Closed -$206K – 170
2023
Q2 		$206K Hold
508
– – 0.01% 178
2023
Q1 		$210K Hold
508
– – 0.01% 171
2022
Q4 		$218K Buy
+508
New +$206K 0.01% 154
2022
Q2 		– Sell
-514
Closed -$214K – 170
2022
Q1 		$214K Buy
+514
New +$197K 0.01% 165

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Perfromance Wealth Partners's DE Position: Q1 2024 in Review

Perfromance Wealth Partners sold out of Deere & Co (DE) in Q1 2024, closing a stake of 508 shares — an estimated $203K sold.

Perfromance Wealth Partners first reported a position in DE in Q1 2022 and held it in 5 quarters. The position peaked at $218K in Q4 2022. 2,200 funds tracked by Wall St. Rank hold DE as of Q1 2024.

  • Perfromance Wealth Partners reported no remaining Deere & Co position as of Q1 2024 after selling out during the quarter.
  • Perfromance Wealth Partners sold 508 Deere & Co shares in Q1 2024, an estimated $203K.
  • Perfromance Wealth Partners first reported a position in Deere & Co in Q1 2022 and held it in 5 quarters.
  • Perfromance Wealth Partners's Deere & Co position peaked at $218K in Q4 2022.
  • 2,200 funds tracked by Wall St. Rank held Deere & Co as of Q1 2024.

Based on Perfromance Wealth Partners's 13F filing for Q1 2024, filed 30 Apr 2024.