Capital Planning Advisors’s Archer Daniels Midland ADM Stock Holding History

Capital Planning 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
2024 Q1	–	Sell	-3,063	Closed	-$221K	–	143
2023 Q4	$221K	Hold	3,063	–	–	0.04%	126
2023 Q3	$231K	Hold	3,063	–	–	0.05%	114
2023 Q2	$231K	Sell	3,063 -250	-8%	-$18.9K	0.05%	122
2023 Q1	$264K	Buy	3,313 +16	+0.5%	+$1.31K	0.06%	109
2022 Q4	$306K	Hold	3,297	–	–	0.07%	101
2022 Q3	$265K	Sell	3,297 -61	-2%	-$5.02K	0.07%	105
2022 Q2	$261K	Sell	3,358 -7	-0.2%	-$612	0.07%	110
2022 Q1	$304K	Buy	3,365 +134	+4%	+$10.4K	0.07%	126
2021 Q4	$218K	Buy	+3,231	New	+$209K	0.04%	151

Other funds holding ADM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Capital Planning Advisors's ADM Position: Q1 2024 in Review

Capital Planning Advisors sold out of Archer Daniels Midland (ADM) in Q1 2024, closing a stake of 3,063 shares — an estimated $221K sold.

Capital Planning Advisors first reported a position in ADM in Q4 2021 and held it in 9 quarters. The position peaked at $306K in Q4 2022. 1,051 funds tracked by Wall St. Rank hold ADM as of Q1 2024.

Capital Planning Advisors reported no remaining Archer Daniels Midland position as of Q1 2024 after selling out during the quarter.
Capital Planning Advisors sold 3,063 Archer Daniels Midland shares in Q1 2024, an estimated $221K.
Capital Planning Advisors first reported a position in Archer Daniels Midland in Q4 2021 and held it in 9 quarters.
Capital Planning Advisors's Archer Daniels Midland position peaked at $306K in Q4 2022.
1,051 funds tracked by Wall St. Rank held Archer Daniels Midland as of Q1 2024.

Based on Capital Planning Advisors's 13F filing for Q1 2024, filed 15 May 2024.