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Heritage Wealth Management (Arizona)’s Archer Daniels Midland ADM Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$15.2K Buy
164
+138
+531% +$12.7K ﹤0.01% 720
2022
Q3 		$2K Buy
+26
New +$2.14K ﹤0.01% 857

Other funds holding ADM

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State Farm Mutual Automobile Insurance
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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s ADM Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Archer Daniels Midland (ADM) stake by 531% in Q4 2022, buying an estimated $12.7K and bringing the position to 164 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #720.

Heritage Wealth Management (Arizona) first reported a position in ADM in Q3 2022 and has held it in 2 quarters since. 1,187 funds tracked by Wall St. Rank hold ADM as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 164 shares of Archer Daniels Midland worth $15.2K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 138 Archer Daniels Midland shares in Q4 2022, an estimated $12.7K.
  • Archer Daniels Midland made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #720 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Archer Daniels Midland in Q3 2022 and has held it in 2 quarters since.
  • 1,187 funds tracked by Wall St. Rank held Archer Daniels Midland as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.