Biltmore 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
2023
Q2
Sell
-10,507
Closed -$837K 53
2023
Q1
$837K Sell
10,507
-222
-2% -$18.1K 0.34% 25
2022
Q4
$996K Buy
10,729
+43
+0.4% +$3.97K 0.43% 19
2022
Q3
$860K Sell
10,686
-3,207
-23% -$264K 0.4% 19
2022
Q2
$1.08M Sell
13,893
-376
-3% -$32.9K 0.47% 18
2022
Q1
$1.29M Sell
14,269
-101
-0.7% -$7.87K 0.5% 19
2021
Q4
$971K Buy
14,370
+76
+0.5% +$4.91K 0.37% 24
2021
Q3
$858K Buy
14,294
+462
+3% +$27.7K 0.34% 25
2021
Q2
$838K Sell
13,832
-186
-1% -$11.8K 0.34% 24
2021
Q1
$799K Buy
+14,018
New +$769K 0.35% 23

Other funds holding ADM

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

Biltmore Wealth Management sold out of Archer Daniels Midland (ADM) in Q2 2023, closing a stake of 10,507 shares — an estimated $837K sold.

Biltmore Wealth Management first reported a position in ADM in Q1 2021 and held it in 9 quarters. The position peaked at $1.29M in Q1 2022. 1,070 funds tracked by Wall St. Rank hold ADM as of Q2 2023.

  • Biltmore Wealth Management reported no remaining Archer Daniels Midland position as of Q2 2023 after selling out during the quarter.
  • Biltmore Wealth Management sold 10,507 Archer Daniels Midland shares in Q2 2023, an estimated $837K.
  • Biltmore Wealth Management first reported a position in Archer Daniels Midland in Q1 2021 and held it in 9 quarters.
  • Biltmore Wealth Management's Archer Daniels Midland position peaked at $1.29M in Q1 2022.
  • 1,070 funds tracked by Wall St. Rank held Archer Daniels Midland as of Q2 2023.

Based on Biltmore Wealth Management's 13F filing for Q2 2023, filed 12 Jul 2023.