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Robertson Stephens Wealth Management’s Archer Daniels Midland ADM Stock Holding History

Robertson Stephens Wealth Management’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
-3,203
Closed -$231K – 491
2023
Q4 		$231K Sell
3,203
-123
-4% -$9K 0.01% 420
2023
Q3 		$251K Buy
+3,326
New +$269K 0.02% 398

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
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

Robertson Stephens Wealth Management's ADM Position: Q1 2024 in Review

Robertson Stephens Wealth Management sold out of Archer Daniels Midland (ADM) in Q1 2024, closing a stake of 3,203 shares — an estimated $231K sold.

Robertson Stephens Wealth Management first reported a position in ADM in Q3 2023 and held it in 2 quarters. The position peaked at $251K in Q3 2023. 1,051 funds tracked by Wall St. Rank hold ADM as of Q1 2024.

  • Robertson Stephens Wealth Management reported no remaining Archer Daniels Midland position as of Q1 2024 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 3,203 Archer Daniels Midland shares in Q1 2024, an estimated $231K.
  • Robertson Stephens Wealth Management first reported a position in Archer Daniels Midland in Q3 2023 and held it in 2 quarters.
  • Robertson Stephens Wealth Management's Archer Daniels Midland position peaked at $251K in Q3 2023.
  • 1,051 funds tracked by Wall St. Rank held Archer Daniels Midland as of Q1 2024.

Based on Robertson Stephens Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.