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

Burt 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
2020
Q3 		– Sell
-21
Closed -$1K – 392
2020
Q2 		$1K Buy
+21
New +$786 ﹤0.01% 359
2016
Q2 		– Sell
-104
Closed -$4K – 420
2016
Q1 		$4K Hold
104
– – ﹤0.01% 396
2015
Q4 		$3K Hold
104
– – ﹤0.01% 424
2015
Q3 		$4K Hold
104
– – 0.01% 314
2015
Q2 		$5K Hold
104
– – 0.01% 312
2015
Q1 		$5K Hold
104
– – 0.01% 286
2014
Q4 		$5K Buy
+104
New +$5.19K 0.01% 273

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Burt Wealth Advisors's ADM Position: Q3 2020 in Review

Burt Wealth Advisors sold out of Archer Daniels Midland (ADM) in Q3 2020, closing a stake of 21 shares — an estimated $1K sold.

Burt Wealth Advisors first reported a position in ADM in Q4 2014 and held it in 7 quarters. The position peaked at $5K in Q2 2015. 756 funds tracked by Wall St. Rank hold ADM as of Q3 2020.

  • Burt Wealth Advisors reported no remaining Archer Daniels Midland position as of Q3 2020 after selling out during the quarter.
  • Burt Wealth Advisors sold 21 Archer Daniels Midland shares in Q3 2020, an estimated $1K.
  • Burt Wealth Advisors first reported a position in Archer Daniels Midland in Q4 2014 and held it in 7 quarters.
  • Burt Wealth Advisors's Archer Daniels Midland position peaked at $5K in Q2 2015.
  • 756 funds tracked by Wall St. Rank held Archer Daniels Midland as of Q3 2020.

Based on Burt Wealth Advisors's 13F filing for Q3 2020, filed 10 Nov 2020.