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Prevail Innovative Wealth Advisors’s Deere & Co DE Stock Holding History

Prevail Innovative 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
2024
Q2 		– Sell
-5,735
Closed -$2.36M – 154
2024
Q1 		$2.36M Buy
5,735
+1,387
+32% +$532K 0.88% 40
2023
Q4 		$1.74M Buy
+4,348
New +$1.64M 0.83% 50

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Prevail Innovative Wealth Advisors's DE Position: Q2 2024 in Review

Prevail Innovative Wealth Advisors sold out of Deere & Co (DE) in Q2 2024, closing a stake of 5,735 shares — an estimated $2.36M sold.

Prevail Innovative Wealth Advisors first reported a position in DE in Q4 2023 and held it in 2 quarters. The position peaked at $2.36M in Q1 2024. 2,120 funds tracked by Wall St. Rank hold DE as of Q2 2024.

  • Prevail Innovative Wealth Advisors reported no remaining Deere & Co position as of Q2 2024 after selling out during the quarter.
  • Prevail Innovative Wealth Advisors sold 5,735 Deere & Co shares in Q2 2024, an estimated $2.36M.
  • Prevail Innovative Wealth Advisors first reported a position in Deere & Co in Q4 2023 and held it in 2 quarters.
  • Prevail Innovative Wealth Advisors's Deere & Co position peaked at $2.36M in Q1 2024.
  • 2,120 funds tracked by Wall St. Rank held Deere & Co as of Q2 2024.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q2 2024, filed 8 Aug 2024.