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Cypress Wealth Services’s Archer Daniels Midland ADM Stock Holding History

Cypress Wealth Services’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
2021
Q3 		– Sell
-3,717
Closed -$225K – 230
2021
Q2 		$225K Buy
3,717
+20
+0.5% +$1.27K 0.06% 237
2021
Q1 		$211K Buy
+3,697
New +$203K 0.04% 273
2019
Q1 		– Sell
-6,048
Closed -$248K – 262
2018
Q4 		$248K Sell
6,048
-1,127
-16% -$52.5K 0.1% 175
2018
Q3 		$361K Buy
7,175
+38
+0.5% +$1.86K 0.13% 148
2018
Q2 		$327K Buy
+7,137
New +$320K 0.12% 157

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BlackRock
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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
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

Cypress Wealth Services's ADM Position: Q3 2021 in Review

Cypress Wealth Services sold out of Archer Daniels Midland (ADM) in Q3 2021, closing a stake of 3,717 shares — an estimated $225K sold.

Cypress Wealth Services first reported a position in ADM in Q2 2018 and held it in 5 quarters. The position peaked at $361K in Q3 2018. 870 funds tracked by Wall St. Rank hold ADM as of Q3 2021.

  • Cypress Wealth Services reported no remaining Archer Daniels Midland position as of Q3 2021 after selling out during the quarter.
  • Cypress Wealth Services sold 3,717 Archer Daniels Midland shares in Q3 2021, an estimated $225K.
  • Cypress Wealth Services first reported a position in Archer Daniels Midland in Q2 2018 and held it in 5 quarters.
  • Cypress Wealth Services's Archer Daniels Midland position peaked at $361K in Q3 2018.
  • 870 funds tracked by Wall St. Rank held Archer Daniels Midland as of Q3 2021.

Based on Cypress Wealth Services's 13F filing for Q3 2021, filed 13 Oct 2021.