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Peterson Wealth Advisors’s Deere & Co DE Stock Holding History

Peterson 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
2023
Q3 		– Sell
-539
Closed -$219K – 63
2023
Q2 		$219K Buy
539
+25
+5% +$9.56K 0.06% 60
2023
Q1 		$212K Hold
514
– – 0.06% 61
2022
Q4 		$220K Buy
+514
New +$209K 0.07% 61

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

Peterson Wealth Advisors's DE Position: Q3 2023 in Review

Peterson Wealth Advisors sold out of Deere & Co (DE) in Q3 2023, closing a stake of 539 shares — an estimated $219K sold.

Peterson Wealth Advisors first reported a position in DE in Q4 2022 and held it in 3 quarters. The position peaked at $220K in Q4 2022. 2,119 funds tracked by Wall St. Rank hold DE as of Q3 2023.

  • Peterson Wealth Advisors reported no remaining Deere & Co position as of Q3 2023 after selling out during the quarter.
  • Peterson Wealth Advisors sold 539 Deere & Co shares in Q3 2023, an estimated $219K.
  • Peterson Wealth Advisors first reported a position in Deere & Co in Q4 2022 and held it in 3 quarters.
  • Peterson Wealth Advisors's Deere & Co position peaked at $220K in Q4 2022.
  • 2,119 funds tracked by Wall St. Rank held Deere & Co as of Q3 2023.

Based on Peterson Wealth Advisors's 13F filing for Q3 2023, filed 5 Oct 2023.