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

BerganKDV Wealth Management’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 		$87.7K Sell
1,160
-261
-18% -$19.8K 0.01% 313
2023
Q1 		$113K Buy
1,421
+210
+17% +$17.2K 0.01% 303
2022
Q4 		$112K Buy
1,211
+1
+0.1% +$92 0.01% 294
2022
Q3 		$97K Sell
1,210
-35
-3% -$2.88K 0.01% 294
2022
Q2 		$97K Sell
1,245
-1
-0.1% -$87 0.01% 302
2022
Q1 		$112K Sell
1,246
-40
-3% -$3.12K 0.01% 301
2021
Q4 		$87K Buy
1,286
+40
+3% +$2.58K 0.01% 348
2021
Q3 		$75K Sell
1,246
-237
-16% -$14.2K 0.01% 350
2021
Q2 		$90K Buy
1,483
+538
+57% +$34.1K 0.01% 320
2021
Q1 		$54K Sell
945
-260
-22% -$14.3K 0.01% 362
2020
Q4 		$61K Buy
1,205
+295
+32% +$14.6K 0.01% 331
2020
Q3 		$42K Sell
910
-394
-30% -$17.2K 0.01% 355
2020
Q2 		$52K Buy
1,304
+381
+41% +$14.3K 0.01% 347
2020
Q1 		$32K Hold
923
– – 0.01% 371
2019
Q4 		$43K Hold
923
– – 0.01% 359
2019
Q3 		$38K Hold
923
– – 0.01% 358
2019
Q2 		$38K Hold
923
– – 0.01% 352
2019
Q1 		$40K Hold
923
– – 0.01% 367
2018
Q4 		$38K Hold
923
– – 0.01% 330
2018
Q3 		$46K Hold
923
– – 0.01% 332
2018
Q2 		$42K Buy
+923
New +$41.4K 0.01% 338

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

BerganKDV Wealth Management's ADM Position: Q2 2023 in Review

BerganKDV Wealth Management reduced its Archer Daniels Midland (ADM) stake by 18% in Q2 2023, selling an estimated $19.8K and leaving 1,160 shares worth $87.7K. The position accounts for 0.01% of the portfolio, ranked #313.

BerganKDV Wealth Management first reported a position in ADM in Q2 2018 and has held it in 21 quarters since. The position peaked at $113K in Q1 2023. 1,070 funds tracked by Wall St. Rank hold ADM as of Q2 2023.

  • BerganKDV Wealth Management held 1,160 shares of Archer Daniels Midland worth $87.7K as of Q2 2023.
  • BerganKDV Wealth Management sold 261 Archer Daniels Midland shares in Q2 2023, an estimated $19.8K.
  • Archer Daniels Midland made up 0.01% of BerganKDV Wealth Management's portfolio in Q2 2023, its #313 holding.
  • BerganKDV Wealth Management first reported a position in Archer Daniels Midland in Q2 2018 and has held it in 21 quarters since.
  • BerganKDV Wealth Management's Archer Daniels Midland position peaked at $113K in Q1 2023.
  • 1,070 funds tracked by Wall St. Rank held Archer Daniels Midland as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.