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Mosaic Family Wealth Partners’s Archer Daniels Midland ADM Stock Holding History

Mosaic Family Wealth Partners’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
Q1 		– Sell
-2,854
Closed -$206K – 201
2023
Q4 		$206K Buy
2,854
+100
+4% +$7.32K 0.04% 189
2023
Q3 		$208K Hold
2,754
– – 0.04% 173
2023
Q2 		$208K Sell
2,754
-2
-0.1% -$151 0.04% 177
2023
Q1 		$220K Buy
2,756
+2
+0.1% +$163 0.05% 170
2022
Q4 		$256K Buy
+2,754
New +$254K 0.07% 152

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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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mosaic Family Wealth Partners's ADM Position: Q1 2024 in Review

Mosaic Family Wealth Partners sold out of Archer Daniels Midland (ADM) in Q1 2024, closing a stake of 2,854 shares — an estimated $206K sold.

Mosaic Family Wealth Partners first reported a position in ADM in Q4 2022 and held it in 5 quarters. The position peaked at $256K in Q4 2022. 1,051 funds tracked by Wall St. Rank hold ADM as of Q1 2024.

  • Mosaic Family Wealth Partners reported no remaining Archer Daniels Midland position as of Q1 2024 after selling out during the quarter.
  • Mosaic Family Wealth Partners sold 2,854 Archer Daniels Midland shares in Q1 2024, an estimated $206K.
  • Mosaic Family Wealth Partners first reported a position in Archer Daniels Midland in Q4 2022 and held it in 5 quarters.
  • Mosaic Family Wealth Partners's Archer Daniels Midland position peaked at $256K in Q4 2022.
  • 1,051 funds tracked by Wall St. Rank held Archer Daniels Midland as of Q1 2024.

Based on Mosaic Family Wealth Partners's 13F filing for Q1 2024, filed 13 Jun 2024.