SPW
ADM icon

Sonoma Private Wealth’s Archer Daniels Midland ADM Stock Holding History

Sonoma Private Wealth’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
-6,521
Closed -$471K – 88
2023
Q4 		$471K Buy
6,521
+45
+0.7% +$3.29K 0.78% 48
2023
Q3 		$488K Sell
6,476
-533
-8% -$43.2K 0.89% 46
2023
Q2 		$530K Buy
7,009
+455
+7% +$34.4K 0.93% 46
2023
Q1 		$522K Buy
6,554
+748
+13% +$61.1K 1.04% 36
2022
Q4 		$539K Buy
+5,806
New +$536K 1.19% 28

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

Sonoma Private Wealth's ADM Position: Q1 2024 in Review

Sonoma Private Wealth sold out of Archer Daniels Midland (ADM) in Q1 2024, closing a stake of 6,521 shares — an estimated $471K sold.

Sonoma Private Wealth first reported a position in ADM in Q4 2022 and held it in 5 quarters. The position peaked at $539K in Q4 2022. 1,051 funds tracked by Wall St. Rank hold ADM as of Q1 2024.

  • Sonoma Private Wealth reported no remaining Archer Daniels Midland position as of Q1 2024 after selling out during the quarter.
  • Sonoma Private Wealth sold 6,521 Archer Daniels Midland shares in Q1 2024, an estimated $471K.
  • Sonoma Private Wealth first reported a position in Archer Daniels Midland in Q4 2022 and held it in 5 quarters.
  • Sonoma Private Wealth's Archer Daniels Midland position peaked at $539K in Q4 2022.
  • 1,051 funds tracked by Wall St. Rank held Archer Daniels Midland as of Q1 2024.

Based on Sonoma Private Wealth's 13F filing for Q1 2024, filed 9 May 2024.