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Wealthspire Advisors (Maryland)’s Deere & Co DE Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$787K Buy
3,551
+123
+4% +$23.8K 0.03% 212
2020
Q2 		$539K Buy
3,428
+673
+24% +$97.5K 0.04% 244
2020
Q1 		$381K Buy
2,755
+418
+18% +$66.1K 0.03% 269
2019
Q4 		$405K Sell
2,337
-421
-15% -$72.5K 0.03% 312
2019
Q3 		$465K Buy
2,758
+69
+3% +$11K 0.03% 269
2019
Q2 		$446K Buy
2,689
+41
+2% +$6.38K 0.03% 273
2019
Q1 		$423K Buy
2,648
+7
+0.3% +$1.12K 0.03% 282
2018
Q4 		$394K Buy
2,641
+238
+10% +$34.9K 0.04% 264
2018
Q3 		$361K Buy
2,403
+6
+0.3% +$862 0.03% 313
2018
Q2 		$335K Sell
2,397
-9
-0.4% -$1.33K 0.03% 329
2018
Q1 		$374K Sell
2,406
-532
-18% -$86.3K 0.04% 308
2017
Q4 		$460K Buy
2,938
+422
+17% +$59K 0.04% 270
2017
Q3 		$316K Buy
2,516
+335
+15% +$41.3K 0.03% 348
2017
Q2 		$270K Buy
2,181
+126
+6% +$14.8K 0.03% 363
2017
Q1 		$224K Buy
2,055
+955
+87% +$103K 0.03% 360
2016
Q4 		$113K Buy
1,100
+114
+12% +$10.7K 0.02% 546
2016
Q3 		$84K Sell
986
-67
-6% -$5.48K 0.01% 628
2016
Q2 		$85K Sell
1,053
-192
-15% -$15.7K 0.01% 567
2016
Q1 		$96K Sell
1,245
-565
-31% -$44.2K 0.02% 528
2015
Q4 		$138K Buy
+1,810
New +$140K 0.03% 454

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s DE Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Deere & Co (DE) stake by 3.6% in Q3 2020, buying an estimated $23.8K and bringing the position to 3,551 shares worth $787K. The position accounts for 0.03% of the portfolio, ranked #212.

Wealthspire Advisors (Maryland) first reported a position in DE in Q4 2015 and has held it in 20 quarters since. 1,320 funds tracked by Wall St. Rank hold DE as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 3,551 shares of Deere & Co worth $787K as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 123 Deere & Co shares in Q3 2020, an estimated $23.8K.
  • Deere & Co made up 0.03% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #212 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Deere & Co in Q4 2015 and has held it in 20 quarters since.
  • 1,320 funds tracked by Wall St. Rank held Deere & Co as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.