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

Personal 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
2021
Q3 		– Sell
-15
Closed -$5K – 159
2021
Q2 		$5K Buy
+15
New +$5.47K ﹤0.01% 312
2020
Q1 		– Sell
-15
Closed -$3K – 192
2019
Q4 		$3K Hold
15
– – ﹤0.01% 310
2019
Q3 		$3K Hold
15
– – ﹤0.01% 313
2019
Q2 		$2K Buy
+15
New +$2.33K ﹤0.01% 274

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Personal Wealth Partners's DE Position: Q3 2021 in Review

Personal Wealth Partners sold out of Deere & Co (DE) in Q3 2021, closing a stake of 15 shares — an estimated $5K sold.

Personal Wealth Partners first reported a position in DE in Q2 2019 and held it in 4 quarters. The position peaked at $5K in Q2 2021. 1,743 funds tracked by Wall St. Rank hold DE as of Q3 2021.

  • Personal Wealth Partners reported no remaining Deere & Co position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 15 Deere & Co shares in Q3 2021, an estimated $5K.
  • Personal Wealth Partners first reported a position in Deere & Co in Q2 2019 and held it in 4 quarters.
  • Personal Wealth Partners's Deere & Co position peaked at $5K in Q2 2021.
  • 1,743 funds tracked by Wall St. Rank held Deere & Co as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.