Strait & Sound Wealth Management’s Archer Daniels Midland ADM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-5,741
Closed -$396K 130
2023
Q4
$396K Sell
5,741
-57
-1% -$4.17K 0.25% 75
2023
Q3
$437K Hold
5,798
0.38% 61
2023
Q2
$438K Hold
5,798
0.43% 51
2023
Q1
$462K Buy
5,798
+178
+3% +$14.5K 0.46% 51
2022
Q4
$495K Buy
+5,620
New +$519K 0.54% 48

Other funds holding ADM

Strait & Sound Wealth Management's ADM Position: Q1 2024 in Review

Strait & Sound Wealth Management sold out of Archer Daniels Midland (ADM) in Q1 2024, closing a stake of 5,741 shares — an estimated $396K sold.

Strait & Sound Wealth Management first reported a position in ADM in Q4 2022 and held it in 5 quarters. The position peaked at $495K in Q4 2022. 1,051 funds tracked by Wall St. Rank hold ADM as of Q1 2024.

  • Strait & Sound Wealth Management reported no remaining Archer Daniels Midland position as of Q1 2024 after selling out during the quarter.
  • Strait & Sound Wealth Management sold 5,741 Archer Daniels Midland shares in Q1 2024, an estimated $396K.
  • Strait & Sound Wealth Management first reported a position in Archer Daniels Midland in Q4 2022 and held it in 5 quarters.
  • Strait & Sound Wealth Management's Archer Daniels Midland position peaked at $495K in Q4 2022.
  • 1,051 funds tracked by Wall St. Rank held Archer Daniels Midland as of Q1 2024.

Based on Strait & Sound Wealth Management's 13F filing for Q1 2024, filed 10 May 2024.