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

Confluence 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
2020
Q3 		$256K Buy
+6,230
New +$272K 0.13% 111
2020
Q1 		– Sell
-6,230
Closed -$289K – 103
2019
Q4 		$289K Hold
6,230
– – 0.13% 109
2019
Q3 		$256K Buy
6,230
+379
+6% +$15.1K 0.13% 111
2019
Q2 		$239K Sell
5,851
-179
-3% -$7.41K 0.12% 112
2019
Q1 		$260K Buy
+6,030
New +$258K 0.13% 108

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

Confluence Wealth Management's ADM Position: Q3 2020 in Review

Confluence Wealth Management opened a new position in Archer Daniels Midland (ADM) in Q3 2020: 6,230 shares worth $256K. The stake represents 0.13% of the portfolio and ranks #111 among its holdings. This is a return to the name: Confluence Wealth Management previously reported a position in ADM as recently as Q4 2019.

Confluence Wealth Management first reported a position in ADM in Q1 2019 and has held it in 5 quarters since. The position peaked at $289K in Q4 2019. 756 funds tracked by Wall St. Rank hold ADM as of Q3 2020.

  • Confluence Wealth Management held 6,230 shares of Archer Daniels Midland worth $256K as of Q3 2020.
  • Archer Daniels Midland was a new Confluence Wealth Management position in Q3 2020.
  • Archer Daniels Midland made up 0.13% of Confluence Wealth Management's portfolio in Q3 2020, its #111 holding.
  • Confluence Wealth Management first reported a position in Archer Daniels Midland in Q1 2019 and has held it in 5 quarters since.
  • Confluence Wealth Management's Archer Daniels Midland position peaked at $289K in Q4 2019.
  • 756 funds tracked by Wall St. Rank held Archer Daniels Midland as of Q3 2020.

Based on Confluence Wealth Management's 13F filing for Q3 2020, filed 26 Oct 2020.