Summit Wealth & Retirement Planning’s Archer Daniels Midland ADM Stock Holding History

Summit Wealth & Retirement Planning’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
2021 Q1	–	Sell	-13,254	Closed	-$668K	–	102
2020 Q4	$668K	Hold	13,254	–	–	0.25%	67
2020 Q3	$616K	Hold	13,254	–	–	0.26%	64
2020 Q2	$529K	Buy	13,254 +50	+0.4%	+$1.87K	0.25%	71
2020 Q1	$465K	Hold	13,204	–	–	0.25%	72
2019 Q4	$612K	Hold	13,204	–	–	0.27%	71
2019 Q3	$542K	Hold	13,204	–	–	0.33%	65
2019 Q2	$539K	Sell	13,204 -261	-2%	-$10.8K	0.32%	70
2019 Q1	$581K	Buy	+13,465	New	+$576K	0.35%	71

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

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

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

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

Summit Wealth & Retirement Planning's ADM Position: Q1 2021 in Review

Summit Wealth & Retirement Planning sold out of Archer Daniels Midland (ADM) in Q1 2021, closing a stake of 13,254 shares — an estimated $668K sold.

Summit Wealth & Retirement Planning first reported a position in ADM in Q1 2019 and held it in 8 quarters. The position peaked at $668K in Q4 2020. 855 funds tracked by Wall St. Rank hold ADM as of Q1 2021.

Summit Wealth & Retirement Planning reported no remaining Archer Daniels Midland position as of Q1 2021 after selling out during the quarter.
Summit Wealth & Retirement Planning sold 13,254 Archer Daniels Midland shares in Q1 2021, an estimated $668K.
Summit Wealth & Retirement Planning first reported a position in Archer Daniels Midland in Q1 2019 and held it in 8 quarters.
Summit Wealth & Retirement Planning's Archer Daniels Midland position peaked at $668K in Q4 2020.
855 funds tracked by Wall St. Rank held Archer Daniels Midland as of Q1 2021.

Based on Summit Wealth & Retirement Planning's 13F filing for Q1 2021, filed 10 May 2021.