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Source Financial Advisors’s Deere & Co DE Stock Holding History

Source Financial 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
Q2 		– Sell
-536
Closed -$222K – 110
2022
Q1 		$222K Sell
536
-805
-60% -$308K 0.07% 108
2021
Q4 		$460K Buy
1,341
+14
+1% +$4.87K 0.12% 78
2021
Q3 		$445K Sell
1,327
-53
-4% -$19.1K 0.12% 76
2021
Q2 		$487K Sell
1,380
-17
-1% -$6.21K 0.13% 72
2021
Q1 		$522K Buy
1,397
+43
+3% +$14.1K 0.14% 71
2020
Q4 		$364K Buy
+1,354
New +$336K 0.1% 82

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Source Financial Advisors's DE Position: Q2 2022 in Review

Source Financial Advisors sold out of Deere & Co (DE) in Q2 2022, closing a stake of 536 shares — an estimated $222K sold.

Source Financial Advisors first reported a position in DE in Q4 2020 and held it in 6 quarters. The position peaked at $522K in Q1 2021. 1,887 funds tracked by Wall St. Rank hold DE as of Q2 2022.

  • Source Financial Advisors reported no remaining Deere & Co position as of Q2 2022 after selling out during the quarter.
  • Source Financial Advisors sold 536 Deere & Co shares in Q2 2022, an estimated $222K.
  • Source Financial Advisors first reported a position in Deere & Co in Q4 2020 and held it in 6 quarters.
  • Source Financial Advisors's Deere & Co position peaked at $522K in Q1 2021.
  • 1,887 funds tracked by Wall St. Rank held Deere & Co as of Q2 2022.

Based on Source Financial Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.