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TruWealth Advisors’s Deere & Co DE Stock Holding History

TruWealth 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
2023
Q3 		– Sell
-1,077
Closed -$436K – 150
2023
Q2 		$436K Sell
1,077
-82
-7% -$31.4K 0.04% 95
2023
Q1 		$479K Sell
1,159
-3
-0.3% -$1.24K 0.04% 89
2022
Q4 		$498K Buy
1,162
+53
+5% +$21.5K 0.05% 88
2022
Q3 		$370K Buy
1,109
+100
+10% +$34.3K 0.04% 91
2022
Q2 		$302K Buy
1,009
+192
+24% +$70.7K 0.03% 100
2022
Q1 		$339K Buy
817
+139
+21% +$53.3K 0.04% 87
2021
Q4 		$232K Buy
678
+50
+8% +$17.4K 0.02% 113
2021
Q3 		$210K Buy
+628
New +$226K 0.02% 112

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

TruWealth Advisors's DE Position: Q3 2023 in Review

TruWealth Advisors sold out of Deere & Co (DE) in Q3 2023, closing a stake of 1,077 shares — an estimated $436K sold.

TruWealth Advisors first reported a position in DE in Q3 2021 and held it in 8 quarters. The position peaked at $498K in Q4 2022. 2,119 funds tracked by Wall St. Rank hold DE as of Q3 2023.

  • TruWealth Advisors reported no remaining Deere & Co position as of Q3 2023 after selling out during the quarter.
  • TruWealth Advisors sold 1,077 Deere & Co shares in Q3 2023, an estimated $436K.
  • TruWealth Advisors first reported a position in Deere & Co in Q3 2021 and held it in 8 quarters.
  • TruWealth Advisors's Deere & Co position peaked at $498K in Q4 2022.
  • 2,119 funds tracked by Wall St. Rank held Deere & Co as of Q3 2023.

Based on TruWealth Advisors's 13F filing for Q3 2023, filed 10 Oct 2023.