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

Tandem 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
Q3 		– Sell
-645
Closed -$241K – 50
2024
Q2 		$241K Sell
645
-18
-3% -$7.02K 0.13% 49
2024
Q1 		$272K Hold
663
– – 0.15% 43
2023
Q4 		$265K Hold
663
– – 0.15% 42
2023
Q3 		$250K Buy
663
+18
+3% +$7.42K 0.15% 41
2023
Q2 		$261K Buy
645
+12
+2% +$4.59K 0.16% 39
2023
Q1 		$261K Sell
633
-7
-1% -$2.9K 0.16% 35
2022
Q4 		$274K Buy
+640
New +$260K 0.17% 37

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Tandem Wealth Advisors's DE Position: Q3 2024 in Review

Tandem Wealth Advisors sold out of Deere & Co (DE) in Q3 2024, closing a stake of 645 shares — an estimated $241K sold.

Tandem Wealth Advisors first reported a position in DE in Q4 2022 and held it in 7 quarters. The position peaked at $274K in Q4 2022. 2,136 funds tracked by Wall St. Rank hold DE as of Q3 2024.

  • Tandem Wealth Advisors reported no remaining Deere & Co position as of Q3 2024 after selling out during the quarter.
  • Tandem Wealth Advisors sold 645 Deere & Co shares in Q3 2024, an estimated $241K.
  • Tandem Wealth Advisors first reported a position in Deere & Co in Q4 2022 and held it in 7 quarters.
  • Tandem Wealth Advisors's Deere & Co position peaked at $274K in Q4 2022.
  • 2,136 funds tracked by Wall St. Rank held Deere & Co as of Q3 2024.

Based on Tandem Wealth Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.