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

Phoenix 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
2021 Q4	–	Sell	-166	Closed	-$56K	–	169
2021 Q3	$56K	Hold	166	–	–	0.04%	185
2021 Q2	$58K	Hold	166	–	–	0.04%	180
2021 Q1	$62K	Hold	166	–	–	0.05%	172
2020 Q4	$45K	Buy	+166	New	+$41.2K	0.03%	194

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

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

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

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

Phoenix Wealth Advisors's DE Position: Q4 2021 in Review

Phoenix Wealth Advisors sold out of Deere & Co (DE) in Q4 2021, closing a stake of 166 shares — an estimated $56K sold.

Phoenix Wealth Advisors first reported a position in DE in Q4 2020 and held it in 4 quarters. The position peaked at $62K in Q1 2021. 1,901 funds tracked by Wall St. Rank hold DE as of Q4 2021.

Phoenix Wealth Advisors reported no remaining Deere & Co position as of Q4 2021 after selling out during the quarter.
Phoenix Wealth Advisors sold 166 Deere & Co shares in Q4 2021, an estimated $56K.
Phoenix Wealth Advisors first reported a position in Deere & Co in Q4 2020 and held it in 4 quarters.
Phoenix Wealth Advisors's Deere & Co position peaked at $62K in Q1 2021.
1,901 funds tracked by Wall St. Rank held Deere & Co as of Q4 2021.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.