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TrinityPoint Wealth’s Deere & Co DE Stock Holding History

TrinityPoint Wealth’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
Q4 		$200K Buy
+473
New +$199K 0.03% 324
2023
Q1 		– Sell
-504
Closed -$216K – 279
2022
Q4 		$216K Buy
+504
New +$205K 0.05% 254
2022
Q2 		– Sell
-496
Closed -$206K – 283
2022
Q1 		$206K Buy
+496
New +$190K 0.04% 297
2021
Q3 		– Sell
-586
Closed -$207K – 309
2021
Q2 		$207K Buy
+586
New +$214K 0.04% 251

Other funds holding DE

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

TrinityPoint Wealth's DE Position: Q4 2024 in Review

TrinityPoint Wealth opened a new position in Deere & Co (DE) in Q4 2024: 473 shares worth $200K. The stake represents 0.03% of the portfolio and ranks #324 among its holdings. This is a return to the name: TrinityPoint Wealth previously reported a position in DE as recently as Q4 2022.

TrinityPoint Wealth first reported a position in DE in Q2 2021 and has held it in 4 quarters since. The position peaked at $216K in Q4 2022. 2,295 funds tracked by Wall St. Rank hold DE as of Q4 2024.

  • TrinityPoint Wealth held 473 shares of Deere & Co worth $200K as of Q4 2024.
  • Deere & Co was a new TrinityPoint Wealth position in Q4 2024.
  • Deere & Co made up 0.03% of TrinityPoint Wealth's portfolio in Q4 2024, its #324 holding.
  • TrinityPoint Wealth first reported a position in Deere & Co in Q2 2021 and has held it in 4 quarters since.
  • TrinityPoint Wealth's Deere & Co position peaked at $216K in Q4 2022.
  • 2,295 funds tracked by Wall St. Rank held Deere & Co as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.