Polaris Wealth Advisory Group’s Archer Daniels Midland ADM Stock Holding History

Polaris Wealth Advisory Group’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
2022 Q4	–	Sell	-155,889	Closed	-$13.5M	–	175
2022 Q3	$13.5M	Buy	+155,889	New	+$12.8M	1.12%	31
2018 Q4	–	Sell	-389	Closed	-$20K	–	149
2018 Q3	$20K	Buy	+389	New	+$19.1K	﹤0.01%	326
2017 Q4	–	Sell	-396,809	Closed	-$16.9M	–	144
2017 Q3	$16.9M	Buy	396,809 +3,783	+1%	+$159K	1.48%	32
2017 Q2	$16.3M	Buy	393,026 +6,965	+2%	+$299K	1.85%	27
2017 Q1	$17.8M	Buy	+386,061	New	+$17.3M	1.94%	22

Other funds holding ADM

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Polaris Wealth Advisory Group's ADM Position: Q4 2022 in Review

Polaris Wealth Advisory Group sold out of Archer Daniels Midland (ADM) in Q4 2022, closing a stake of 155,889 shares — an estimated $13.5M sold.

Polaris Wealth Advisory Group first reported a position in ADM in Q1 2017 and held it in 5 quarters. The position peaked at $17.8M in Q1 2017. 1,187 funds tracked by Wall St. Rank hold ADM as of Q4 2022.

Polaris Wealth Advisory Group reported no remaining Archer Daniels Midland position as of Q4 2022 after selling out during the quarter.
Polaris Wealth Advisory Group sold 155,889 Archer Daniels Midland shares in Q4 2022, an estimated $13.5M.
Polaris Wealth Advisory Group first reported a position in Archer Daniels Midland in Q1 2017 and held it in 5 quarters.
Polaris Wealth Advisory Group's Archer Daniels Midland position peaked at $17.8M in Q1 2017.
1,187 funds tracked by Wall St. Rank held Archer Daniels Midland as of Q4 2022.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2022, filed 19 Jan 2023.