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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
-3,060
Closed -$231K 203
2023
Q2
$231K Sell
3,060
-591
-16% -$44.7K 0.09% 183
2023
Q1
$291K Buy
3,651
+27
+0.7% +$2.21K 0.12% 149
2022
Q4
$336K Buy
3,624
+14
+0.4% +$1.29K 0.15% 133
2022
Q3
$290K Sell
3,610
-15
-0.4% -$1.24K 0.14% 121
2022
Q2
$281K Sell
3,625
-123
-3% -$10.8K 0.13% 128
2022
Q1
$338K Sell
3,748
-14
-0.4% -$1.09K 0.13% 127
2021
Q4
$254K Buy
+3,762
New +$243K 0.1% 151

Other funds holding ADM

Keystone Wealth Services's ADM Position: Q3 2023 in Review

Keystone Wealth Services sold out of Archer Daniels Midland (ADM) in Q3 2023, closing a stake of 3,060 shares — an estimated $231K sold.

Keystone Wealth Services first reported a position in ADM in Q4 2021 and held it in 7 quarters. The position peaked at $338K in Q1 2022. 1,112 funds tracked by Wall St. Rank hold ADM as of Q3 2023.

  • Keystone Wealth Services reported no remaining Archer Daniels Midland position as of Q3 2023 after selling out during the quarter.
  • Keystone Wealth Services sold 3,060 Archer Daniels Midland shares in Q3 2023, an estimated $231K.
  • Keystone Wealth Services first reported a position in Archer Daniels Midland in Q4 2021 and held it in 7 quarters.
  • Keystone Wealth Services's Archer Daniels Midland position peaked at $338K in Q1 2022.
  • 1,112 funds tracked by Wall St. Rank held Archer Daniels Midland as of Q3 2023.

Based on Keystone Wealth Services's 13F filing for Q3 2023, filed 5 Oct 2023.