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

Lucia 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
2020 Q1	–	Sell	-13,350	Closed	-$619K	–	191
2019 Q4	$619K	Buy	13,350 +1,320	+11%	+$56.3K	0.19%	84
2019 Q3	$494K	Sell	12,030 -174	-1%	-$6.93K	0.16%	85
2019 Q2	$498K	Sell	12,204 -2,070	-15%	-$85.7K	0.17%	85
2019 Q1	$616K	Buy	14,274 +7,283	+104%	+$311K	0.21%	90
2018 Q4	$286K	Sell	6,991 -5,624	-45%	-$262K	0.13%	100
2018 Q3	$634K	Sell	12,615 -299	-2%	-$14.7K	0.2%	95
2018 Q2	$592K	Sell	12,914 -26	-0.2%	-$1.17K	0.26%	79
2018 Q1	$561K	Buy	12,940 +5,767	+80%	+$243K	0.18%	98
2017 Q4	$287K	Buy	+7,173	New	+$295K	0.13%	106

Other funds holding ADM

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lucia Wealth Services's ADM Position: Q1 2020 in Review

Lucia Wealth Services sold out of Archer Daniels Midland (ADM) in Q1 2020, closing a stake of 13,350 shares — an estimated $619K sold.

Lucia Wealth Services first reported a position in ADM in Q4 2017 and held it in 9 quarters. The position peaked at $634K in Q3 2018. 719 funds tracked by Wall St. Rank hold ADM as of Q1 2020.

Lucia Wealth Services reported no remaining Archer Daniels Midland position as of Q1 2020 after selling out during the quarter.
Lucia Wealth Services sold 13,350 Archer Daniels Midland shares in Q1 2020, an estimated $619K.
Lucia Wealth Services first reported a position in Archer Daniels Midland in Q4 2017 and held it in 9 quarters.
Lucia Wealth Services's Archer Daniels Midland position peaked at $634K in Q3 2018.
719 funds tracked by Wall St. Rank held Archer Daniels Midland as of Q1 2020.

Based on Lucia Wealth Services's 13F filing for Q1 2020, filed 8 May 2020.