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Precision Wealth Strategies’s Archer Daniels Midland ADM Stock Holding History

Precision Wealth Strategies’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
Q3 		– Sell
-3,730
Closed -$282K – 86
2023
Q2 		$282K Sell
3,730
-414
-10% -$31.3K 0.46% 48
2023
Q1 		$330K Buy
4,144
+1,064
+35% +$86.9K 0.52% 44
2022
Q4 		$286K Sell
3,080
-51
-2% -$4.71K 0.3% 71
2022
Q3 		$280K Buy
3,131
+189
+6% +$15.6K 0.25% 94
2022
Q2 		$214K Buy
+2,942
New +$257K 0.17% 129

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
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Precision Wealth Strategies's ADM Position: Q3 2023 in Review

Precision Wealth Strategies sold out of Archer Daniels Midland (ADM) in Q3 2023, closing a stake of 3,730 shares — an estimated $282K sold.

Precision Wealth Strategies first reported a position in ADM in Q2 2022 and held it in 5 quarters. The position peaked at $330K in Q1 2023. 1,112 funds tracked by Wall St. Rank hold ADM as of Q3 2023.

  • Precision Wealth Strategies reported no remaining Archer Daniels Midland position as of Q3 2023 after selling out during the quarter.
  • Precision Wealth Strategies sold 3,730 Archer Daniels Midland shares in Q3 2023, an estimated $282K.
  • Precision Wealth Strategies first reported a position in Archer Daniels Midland in Q2 2022 and held it in 5 quarters.
  • Precision Wealth Strategies's Archer Daniels Midland position peaked at $330K in Q1 2023.
  • 1,112 funds tracked by Wall St. Rank held Archer Daniels Midland as of Q3 2023.

Based on Precision Wealth Strategies's 13F filing for Q3 2023, filed 31 Oct 2023.