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Consilium Wealth Advisory’s Archer Daniels Midland ADM Stock Holding History

Consilium Wealth Advisory’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
2023
Q4 		– Sell
-3,336
Closed -$252K – 86
2023
Q3 		$252K Sell
3,336
-173
-5% -$14K 0.18% 74
2023
Q2 		$265K Buy
+3,509
New +$266K 0.18% 73

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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Consilium Wealth Advisory's ADM Position: Q4 2023 in Review

Consilium Wealth Advisory sold out of Archer Daniels Midland (ADM) in Q4 2023, closing a stake of 3,336 shares — an estimated $252K sold.

Consilium Wealth Advisory first reported a position in ADM in Q2 2023 and held it in 2 quarters. The position peaked at $265K in Q2 2023. 1,111 funds tracked by Wall St. Rank hold ADM as of Q4 2023.

  • Consilium Wealth Advisory reported no remaining Archer Daniels Midland position as of Q4 2023 after selling out during the quarter.
  • Consilium Wealth Advisory sold 3,336 Archer Daniels Midland shares in Q4 2023, an estimated $252K.
  • Consilium Wealth Advisory first reported a position in Archer Daniels Midland in Q2 2023 and held it in 2 quarters.
  • Consilium Wealth Advisory's Archer Daniels Midland position peaked at $265K in Q2 2023.
  • 1,111 funds tracked by Wall St. Rank held Archer Daniels Midland as of Q4 2023.

Based on Consilium Wealth Advisory's 13F filing for Q4 2023, filed 10 Jan 2024.