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

Curi 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
2022
Q3 		– Sell
-414
Closed -$32K – 189
2022
Q2 		$32K Buy
414
+3
+0.7% +$262 0.01% 261
2022
Q1 		$37K Buy
411
+2
+0.5% +$156 0.01% 240
2021
Q4 		$27K Buy
+409
New +$26.4K ﹤0.01% 219

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Curi Wealth Management's ADM Position: Q3 2022 in Review

Curi Wealth Management sold out of Archer Daniels Midland (ADM) in Q3 2022, closing a stake of 414 shares — an estimated $32K sold.

Curi Wealth Management first reported a position in ADM in Q4 2021 and held it in 3 quarters. The position peaked at $37K in Q1 2022. 1,065 funds tracked by Wall St. Rank hold ADM as of Q3 2022.

  • Curi Wealth Management reported no remaining Archer Daniels Midland position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 414 Archer Daniels Midland shares in Q3 2022, an estimated $32K.
  • Curi Wealth Management first reported a position in Archer Daniels Midland in Q4 2021 and held it in 3 quarters.
  • Curi Wealth Management's Archer Daniels Midland position peaked at $37K in Q1 2022.
  • 1,065 funds tracked by Wall St. Rank held Archer Daniels Midland as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.