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

Monograph 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
Q2 		– Sell
-3,344
Closed -$210K – 108
2024
Q1 		$210K Buy
+3,344
New +$196K 0.03% 146
2023
Q4 		– Sell
-6,347
Closed -$479K – 110
2023
Q3 		$479K Buy
+6,347
New +$514K 0.09% 71

Other funds holding ADM

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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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Monograph Wealth Advisors's ADM Position: Q2 2024 in Review

Monograph Wealth Advisors sold out of Archer Daniels Midland (ADM) in Q2 2024, closing a stake of 3,344 shares — an estimated $210K sold.

Monograph Wealth Advisors first reported a position in ADM in Q3 2023 and held it in 2 quarters. The position peaked at $479K in Q3 2023. 1,022 funds tracked by Wall St. Rank hold ADM as of Q2 2024.

  • Monograph Wealth Advisors reported no remaining Archer Daniels Midland position as of Q2 2024 after selling out during the quarter.
  • Monograph Wealth Advisors sold 3,344 Archer Daniels Midland shares in Q2 2024, an estimated $210K.
  • Monograph Wealth Advisors first reported a position in Archer Daniels Midland in Q3 2023 and held it in 2 quarters.
  • Monograph Wealth Advisors's Archer Daniels Midland position peaked at $479K in Q3 2023.
  • 1,022 funds tracked by Wall St. Rank held Archer Daniels Midland as of Q2 2024.

Based on Monograph Wealth Advisors's 13F filing for Q2 2024, filed 15 Aug 2024.