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Beacon Harbor Wealth Advisors’s Archer Daniels Midland ADM Stock Holding History

Beacon Harbor 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
-51,910
Closed -$4.13M – 66
2023
Q1 		$4.13M Buy
51,910
+1,771
+4% +$145K 1.44% 38
2022
Q4 		$4.66M Buy
+50,139
New +$4.63M 1.58% 27

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State Street
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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

Beacon Harbor Wealth Advisors's ADM Position: Q2 2023 in Review

Beacon Harbor Wealth Advisors sold out of Archer Daniels Midland (ADM) in Q2 2023, closing a stake of 51,910 shares — an estimated $4.13M sold.

Beacon Harbor Wealth Advisors first reported a position in ADM in Q4 2022 and held it in 2 quarters. The position peaked at $4.66M in Q4 2022. 1,070 funds tracked by Wall St. Rank hold ADM as of Q2 2023.

  • Beacon Harbor Wealth Advisors reported no remaining Archer Daniels Midland position as of Q2 2023 after selling out during the quarter.
  • Beacon Harbor Wealth Advisors sold 51,910 Archer Daniels Midland shares in Q2 2023, an estimated $4.13M.
  • Beacon Harbor Wealth Advisors first reported a position in Archer Daniels Midland in Q4 2022 and held it in 2 quarters.
  • Beacon Harbor Wealth Advisors's Archer Daniels Midland position peaked at $4.66M in Q4 2022.
  • 1,070 funds tracked by Wall St. Rank held Archer Daniels Midland as of Q2 2023.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q2 2023, filed 11 Aug 2023.