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WESPAC Advisors SoCal’s Deere & Co DE Stock Holding History

WESPAC Advisors SoCal’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
2022
Q3 		– Sell
-26,829
Closed -$8.03M – 71
2022
Q2 		$8.03M Sell
26,829
-717
-3% -$264K 3.07% 10
2022
Q1 		$11.4M Buy
27,546
+6,376
+30% +$2.44M 3.53% 7
2021
Q4 		$8M Buy
21,170
+120
+0.6% +$41.7K 2.44% 18
2021
Q3 		$7.12M Buy
+21,050
New +$7.59M 2.33% 19

Other funds holding DE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

WESPAC Advisors SoCal's DE Position: Q3 2022 in Review

WESPAC Advisors SoCal sold out of Deere & Co (DE) in Q3 2022, closing a stake of 26,829 shares — an estimated $8.03M sold.

WESPAC Advisors SoCal first reported a position in DE in Q3 2021 and held it in 4 quarters. The position peaked at $11.4M in Q1 2022. 1,928 funds tracked by Wall St. Rank hold DE as of Q3 2022.

  • WESPAC Advisors SoCal reported no remaining Deere & Co position as of Q3 2022 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 26,829 Deere & Co shares in Q3 2022, an estimated $8.03M.
  • WESPAC Advisors SoCal first reported a position in Deere & Co in Q3 2021 and held it in 4 quarters.
  • WESPAC Advisors SoCal's Deere & Co position peaked at $11.4M in Q1 2022.
  • 1,928 funds tracked by Wall St. Rank held Deere & Co as of Q3 2022.

Based on WESPAC Advisors SoCal's 13F filing for Q3 2022, filed 10 Nov 2022.