LA
ADM icon

Lifeworks Advisors’s Archer Daniels Midland ADM Stock Holding History

Lifeworks 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
2023
Q2 		– Sell
-2,900
Closed -$231K – 157
2023
Q1 		$231K Hold
2,900
– – 0.11% 135
2022
Q4 		$269K Hold
2,900
– – 0.15% 101
2022
Q3 		$281K Sell
2,900
-100
-3% -$8.23K 0.16% 105
2022
Q2 		$233K Buy
+3,000
New +$262K 0.15% 121

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Lifeworks Advisors's ADM Position: Q2 2023 in Review

Lifeworks Advisors sold out of Archer Daniels Midland (ADM) in Q2 2023, closing a stake of 2,900 shares — an estimated $231K sold.

Lifeworks Advisors first reported a position in ADM in Q2 2022 and held it in 4 quarters. The position peaked at $281K in Q3 2022. 1,070 funds tracked by Wall St. Rank hold ADM as of Q2 2023.

  • Lifeworks Advisors reported no remaining Archer Daniels Midland position as of Q2 2023 after selling out during the quarter.
  • Lifeworks Advisors sold 2,900 Archer Daniels Midland shares in Q2 2023, an estimated $231K.
  • Lifeworks Advisors first reported a position in Archer Daniels Midland in Q2 2022 and held it in 4 quarters.
  • Lifeworks Advisors's Archer Daniels Midland position peaked at $281K in Q3 2022.
  • 1,070 funds tracked by Wall St. Rank held Archer Daniels Midland as of Q2 2023.

Based on Lifeworks Advisors's 13F filing for Q2 2023, filed 2 Aug 2023.