Axxcess Wealth Management’s Archer Daniels Midland ADM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-3,677
Closed -$266K 868
2023
Q4
$266K Buy
+3,677
New +$269K 0.01% 683
2023
Q1
Sell
-4,170
Closed -$387K 637
2022
Q4
$387K Sell
4,170
-2,348
-36% -$217K 0.03% 400
2022
Q3
$524K Sell
6,518
-810
-11% -$66.7K 0.05% 309
2022
Q2
$569K Buy
+7,328
New +$641K 0.05% 283

Other funds holding ADM

Axxcess Wealth Management's ADM Position: Q1 2024 in Review

Axxcess Wealth Management sold out of Archer Daniels Midland (ADM) in Q1 2024, closing a stake of 3,677 shares — an estimated $266K sold.

Axxcess Wealth Management first reported a position in ADM in Q2 2022 and held it in 4 quarters. The position peaked at $569K in Q2 2022. 1,051 funds tracked by Wall St. Rank hold ADM as of Q1 2024.

  • Axxcess Wealth Management reported no remaining Archer Daniels Midland position as of Q1 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 3,677 Archer Daniels Midland shares in Q1 2024, an estimated $266K.
  • Axxcess Wealth Management first reported a position in Archer Daniels Midland in Q2 2022 and held it in 4 quarters.
  • Axxcess Wealth Management's Archer Daniels Midland position peaked at $569K in Q2 2022.
  • 1,051 funds tracked by Wall St. Rank held Archer Daniels Midland as of Q1 2024.

Based on Axxcess Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.