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Wealth Management Associates’s Deere & Co DE Stock Holding History

Wealth Management Associates’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
-560
Closed -$240K – 195
2022
Q4 		$240K Buy
+560
New +$228K 0.16% 154
2022
Q2 		– Sell
-640
Closed -$266K – 182
2022
Q1 		$266K Buy
+640
New +$245K 0.15% 157

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
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

Wealth Management Associates's DE Position: Q1 2023 in Review

Wealth Management Associates sold out of Deere & Co (DE) in Q1 2023, closing a stake of 560 shares — an estimated $240K sold.

Wealth Management Associates first reported a position in DE in Q1 2022 and held it in 2 quarters. The position peaked at $266K in Q1 2022. 2,140 funds tracked by Wall St. Rank hold DE as of Q1 2023.

  • Wealth Management Associates reported no remaining Deere & Co position as of Q1 2023 after selling out during the quarter.
  • Wealth Management Associates sold 560 Deere & Co shares in Q1 2023, an estimated $240K.
  • Wealth Management Associates first reported a position in Deere & Co in Q1 2022 and held it in 2 quarters.
  • Wealth Management Associates's Deere & Co position peaked at $266K in Q1 2022.
  • 2,140 funds tracked by Wall St. Rank held Deere & Co as of Q1 2023.

Based on Wealth Management Associates's 13F filing for Q1 2023, filed 28 May 2025.