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Straight Path Wealth Management’s Archer Daniels Midland ADM Stock Holding History

Straight Path 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
2023
Q1 		– Sell
-3,000
Closed -$279K – 74
2022
Q4 		$279K Hold
3,000
– – 0.27% 49
2022
Q3 		$241K Hold
3,000
– – 0.22% 61
2022
Q2 		$233K Hold
3,000
– – 0.23% 60
2022
Q1 		$271K Hold
3,000
– – 0.23% 54
2021
Q4 		$203K Buy
+3,000
New +$194K 0.18% 71

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State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Straight Path Wealth Management's ADM Position: Q1 2023 in Review

Straight Path Wealth Management sold out of Archer Daniels Midland (ADM) in Q1 2023, closing a stake of 3,000 shares — an estimated $279K sold.

Straight Path Wealth Management first reported a position in ADM in Q4 2021 and held it in 5 quarters. The position peaked at $279K in Q4 2022. 1,117 funds tracked by Wall St. Rank hold ADM as of Q1 2023.

  • Straight Path Wealth Management reported no remaining Archer Daniels Midland position as of Q1 2023 after selling out during the quarter.
  • Straight Path Wealth Management sold 3,000 Archer Daniels Midland shares in Q1 2023, an estimated $279K.
  • Straight Path Wealth Management first reported a position in Archer Daniels Midland in Q4 2021 and held it in 5 quarters.
  • Straight Path Wealth Management's Archer Daniels Midland position peaked at $279K in Q4 2022.
  • 1,117 funds tracked by Wall St. Rank held Archer Daniels Midland as of Q1 2023.

Based on Straight Path Wealth Management's 13F filing for Q1 2023, filed 26 Apr 2023.