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HCR Wealth Advisors’s Archer Daniels Midland ADM Stock Holding History

HCR Wealth Advisors’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
-22,108
Closed -$1.6M – 224
2023
Q4 		$1.6M Sell
22,108
-255
-1% -$18.7K 0.25% 66
2023
Q3 		$1.69M Buy
+22,363
New +$1.81M 0.37% 50
2019
Q2 		– Sell
-802
Closed -$778K – 156
2019
Q1 		$778K Buy
+802
New +$34.3K 0.22% 85

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

HCR Wealth Advisors's ADM Position: Q1 2024 in Review

HCR Wealth Advisors sold out of Archer Daniels Midland (ADM) in Q1 2024, closing a stake of 22,108 shares — an estimated $1.6M sold.

HCR Wealth Advisors first reported a position in ADM in Q1 2019 and held it in 3 quarters. The position peaked at $1.69M in Q3 2023. 1,051 funds tracked by Wall St. Rank hold ADM as of Q1 2024.

  • HCR Wealth Advisors reported no remaining Archer Daniels Midland position as of Q1 2024 after selling out during the quarter.
  • HCR Wealth Advisors sold 22,108 Archer Daniels Midland shares in Q1 2024, an estimated $1.6M.
  • HCR Wealth Advisors first reported a position in Archer Daniels Midland in Q1 2019 and held it in 3 quarters.
  • HCR Wealth Advisors's Archer Daniels Midland position peaked at $1.69M in Q3 2023.
  • 1,051 funds tracked by Wall St. Rank held Archer Daniels Midland as of Q1 2024.

Based on HCR Wealth Advisors's 13F filing for Q1 2024, filed 10 May 2024.