Selective Wealth Management’s Archer Daniels Midland ADM Stock Holding History

Selective 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
2022 Q4	–	Sell	-344	Closed	-$28K	–	136
2022 Q3	$28K	Buy	344 +300	+682%	+$24.7K	0.01%	376
2022 Q2	$3K	Sell	44 -456	-91%	-$39.9K	﹤0.01%	663
2022 Q1	$45K	Sell	500 -150	-23%	-$11.7K	0.02%	319
2021 Q4	$44K	Hold	650	–	–	0.02%	291
2021 Q3	$39K	Buy	650 +500	+333%	+$30K	0.02%	281
2021 Q2	$9K	Hold	150	–	–	0.01%	353
2021 Q1	$9K	Sell	150 -500	-77%	-$27.4K	0.01%	263
2020 Q4	$33K	Hold	650	–	–	0.02%	139
2020 Q3	$30K	Hold	650	–	–	0.02%	125
2020 Q2	$26K	Buy	650 +150	+30%	+$5.62K	0.02%	147
2020 Q1	$18K	Hold	500	–	–	0.03%	112
2019 Q4	$23K	Hold	500	–	–	0.03%	110
2019 Q3	$21K	Buy	+500	New	+$19.9K	0.03%	119
2018 Q3	$25K	Buy	+500	New	+$24.5K	0.3%	48

Other funds holding ADM

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Selective Wealth Management's ADM Position: Q4 2022 in Review

Selective Wealth Management sold out of Archer Daniels Midland (ADM) in Q4 2022, closing a stake of 344 shares — an estimated $28K sold.

Selective Wealth Management first reported a position in ADM in Q3 2018 and held it in 14 quarters. The position peaked at $45K in Q1 2022. 1,187 funds tracked by Wall St. Rank hold ADM as of Q4 2022.

Selective Wealth Management reported no remaining Archer Daniels Midland position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 344 Archer Daniels Midland shares in Q4 2022, an estimated $28K.
Selective Wealth Management first reported a position in Archer Daniels Midland in Q3 2018 and held it in 14 quarters.
Selective Wealth Management's Archer Daniels Midland position peaked at $45K in Q1 2022.
1,187 funds tracked by Wall St. Rank held Archer Daniels Midland as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.