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

RGT 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
2022
Q3 		$243K Sell
728
-280
-28% -$95.9K 0.04% 67
2022
Q2 		$302K Sell
1,008
-234
-19% -$86.2K 0.05% 70
2022
Q1 		$516K Buy
1,242
+234
+23% +$89.7K 0.08% 54
2021
Q4 		$346K Buy
+1,008
New +$351K 0.05% 69

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

RGT Wealth Advisors's DE Position: Q3 2022 in Review

RGT Wealth Advisors reduced its Deere & Co (DE) stake by 28% in Q3 2022, selling an estimated $95.9K and leaving 728 shares worth $243K. The position accounts for 0.04% of the portfolio, ranked #67.

RGT Wealth Advisors first reported a position in DE in Q4 2021 and has held it in 4 quarters since. The position peaked at $516K in Q1 2022. 1,925 funds tracked by Wall St. Rank hold DE as of Q3 2022.

  • RGT Wealth Advisors held 728 shares of Deere & Co worth $243K as of Q3 2022.
  • RGT Wealth Advisors sold 280 Deere & Co shares in Q3 2022, an estimated $95.9K.
  • Deere & Co made up 0.04% of RGT Wealth Advisors's portfolio in Q3 2022, its #67 holding.
  • RGT Wealth Advisors first reported a position in Deere & Co in Q4 2021 and has held it in 4 quarters since.
  • RGT Wealth Advisors's Deere & Co position peaked at $516K in Q1 2022.
  • 1,925 funds tracked by Wall St. Rank held Deere & Co as of Q3 2022.

Based on RGT Wealth Advisors's 13F filing for Q3 2022, filed 8 Nov 2022.