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Tower Wealth Partners’s Deere & Co DE Stock Holding History

Tower Wealth Partners’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
2023
Q1 		– Sell
-476
Closed -$204K – 52
2022
Q4 		$204K Buy
+476
New +$193K 0.18% 51
2022
Q2 		– Sell
-549
Closed -$228K – 45
2022
Q1 		$228K Buy
+549
New +$210K 0.25% 45

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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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Tower Wealth Partners's DE Position: Q1 2023 in Review

Tower Wealth Partners sold out of Deere & Co (DE) in Q1 2023, closing a stake of 476 shares — an estimated $204K sold.

Tower Wealth Partners first reported a position in DE in Q1 2022 and held it in 2 quarters. The position peaked at $228K in Q1 2022. 2,140 funds tracked by Wall St. Rank hold DE as of Q1 2023.

  • Tower Wealth Partners reported no remaining Deere & Co position as of Q1 2023 after selling out during the quarter.
  • Tower Wealth Partners sold 476 Deere & Co shares in Q1 2023, an estimated $204K.
  • Tower Wealth Partners first reported a position in Deere & Co in Q1 2022 and held it in 2 quarters.
  • Tower Wealth Partners's Deere & Co position peaked at $228K in Q1 2022.
  • 2,140 funds tracked by Wall St. Rank held Deere & Co as of Q1 2023.

Based on Tower Wealth Partners's 13F filing for Q1 2023, filed 4 May 2023.