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Arete Wealth Advisors’s Archer Daniels Midland ADM Stock Holding History

Arete Wealth Advisors’s Portfolio ADM Stock Details ADM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-3,982
Closed -$317K – 665
2023
Q1 		$317K Sell
3,982
-161
-4% -$13.2K 0.03% 457
2022
Q4 		$385M Sell
4,143
-392
-9% -$36.2K 0.03% 388
2022
Q3 		$365K Buy
4,535
+415
+10% +$34.2K 0.04% 358
2022
Q2 		$320K Buy
4,120
+201
+5% +$17.6K 0.03% 323
2022
Q1 		$354K Buy
3,919
+274
+8% +$21.3K 0.03% 354
2021
Q4 		$247K Hold
3,645
– – 0.02% 423
2021
Q3 		$219K Sell
3,645
-252
-6% -$15.1K 0.02% 382
2021
Q2 		$221K Buy
3,897
+40
+1% +$2.54K 0.03% 316
2021
Q1 		$220K Buy
+3,857
New +$212K 0.03% 375
2020
Q1 		– Sell
-6,000
Closed -$278K – 343
2019
Q4 		$278K Sell
6,000
-101
-2% -$4.31K 0.05% 311
2019
Q3 		$251K Sell
6,101
-4,619
-43% -$184K 0.05% 326
2019
Q2 		$437K Sell
10,720
-1,423
-12% -$58.9K 0.08% 241
2019
Q1 		$524K Sell
12,143
-2,892
-19% -$124K 0.11% 201
2018
Q4 		$616K Buy
15,035
+400
+3% +$18.6K 0.15% 169
2018
Q3 		$736K Sell
14,635
-300
-2% -$14.7K 0.16% 146
2018
Q2 		$684K Buy
14,935
+3,974
+36% +$178K 0.16% 158
2018
Q1 		$475K Hold
10,961
– – 0.16% 170
2017
Q4 		$439K Buy
10,961
+124
+1% +$5.1K 0.14% 187
2017
Q3 		$461K Sell
10,837
-82
-0.8% -$3.46K 0.18% 158
2017
Q2 		$452K Sell
10,919
-118
-1% -$5.07K 0.21% 136
2017
Q1 		$508K Buy
11,037
+1,300
+13% +$58.2K 0.22% 104
2016
Q4 		$444K Buy
+9,737
New +$431K 0.21% 103

Other funds holding ADM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Arete Wealth Advisors's ADM Position: Q2 2023 in Review

Arete Wealth Advisors sold out of Archer Daniels Midland (ADM) in Q2 2023, closing a stake of 3,982 shares — an estimated $317K sold.

Arete Wealth Advisors first reported a position in ADM in Q4 2016 and held it in 22 quarters. The position peaked at $385M in Q4 2022. 1,070 funds tracked by Wall St. Rank hold ADM as of Q2 2023.

  • Arete Wealth Advisors reported no remaining Archer Daniels Midland position as of Q2 2023 after selling out during the quarter.
  • Arete Wealth Advisors sold 3,982 Archer Daniels Midland shares in Q2 2023, an estimated $317K.
  • Arete Wealth Advisors first reported a position in Archer Daniels Midland in Q4 2016 and held it in 22 quarters.
  • Arete Wealth Advisors's Archer Daniels Midland position peaked at $385M in Q4 2022.
  • 1,070 funds tracked by Wall St. Rank held Archer Daniels Midland as of Q2 2023.

Based on Arete Wealth Advisors's 13F filing for Q2 2023, filed 9 Aug 2023.