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

Connecticut 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
2024 Q1	–	Sell	-12,842	Closed	-$927K	–	323
2023 Q4	$927K	Buy	12,842 +9,114	+244%	+$667K	0.05%	152
2023 Q3	$281K	Buy	3,728 +808	+28%	+$65.5K	0.02%	240
2023 Q2	$221K	Buy	+2,920	New	+$221K	0.02%	241
2023 Q1	–	Sell	-2,391	Closed	-$222K	–	249
2022 Q4	$222K	Buy	+2,391	New	+$221K	0.02%	190
2022 Q3	–	Sell	-2,588	Closed	-$201K	–	191
2022 Q2	$201K	Buy	2,588 +155	+6%	+$13.5K	0.02%	184
2022 Q1	$220K	Buy	+2,433	New	+$189K	0.02%	178

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

Connecticut Wealth Management's ADM Position: Q1 2024 in Review

Connecticut Wealth Management sold out of Archer Daniels Midland (ADM) in Q1 2024, closing a stake of 12,842 shares — an estimated $927K sold.

Connecticut Wealth Management first reported a position in ADM in Q1 2022 and held it in 6 quarters. The position peaked at $927K in Q4 2023. 1,051 funds tracked by Wall St. Rank hold ADM as of Q1 2024.

Connecticut Wealth Management reported no remaining Archer Daniels Midland position as of Q1 2024 after selling out during the quarter.
Connecticut Wealth Management sold 12,842 Archer Daniels Midland shares in Q1 2024, an estimated $927K.
Connecticut Wealth Management first reported a position in Archer Daniels Midland in Q1 2022 and held it in 6 quarters.
Connecticut Wealth Management's Archer Daniels Midland position peaked at $927K in Q4 2023.
1,051 funds tracked by Wall St. Rank held Archer Daniels Midland as of Q1 2024.

Based on Connecticut Wealth Management's 13F filing for Q1 2024, filed 1 May 2024.