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Transform Wealth’s Archer Daniels Midland ADM Stock Holding History

Transform 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
Q2 		– Sell
-3,431
Closed -$216K – 214
2024
Q1 		$216K Sell
3,431
-39,695
-92% -$2.33M 0.02% 214
2023
Q4 		$3.11M Sell
43,126
-519
-1% -$38K 0.3% 92
2023
Q3 		$3.29M Sell
43,645
-39,327
-47% -$3.19M 0.35% 85
2023
Q2 		$6.27M Sell
82,972
-121,484
-59% -$9.2M 0.56% 60
2023
Q1 		$16.3M Buy
204,456
+35,944
+21% +$2.94M 1.54% 12
2022
Q4 		$15.6M Buy
168,512
+34,089
+25% +$3.15M 1.75% 10
2022
Q3 		$10.8M Buy
134,423
+2,752
+2% +$227K 1.41% 13
2022
Q2 		$10.2M Sell
131,671
-24,848
-16% -$2.17M 1.52% 13
2022
Q1 		$14.1M Sell
156,519
-2,170
-1% -$169K 1.58% 14
2021
Q4 		$10.7M Buy
158,689
+1,334
+0.8% +$86.2K 1.12% 25
2021
Q3 		$9.44M Buy
157,355
+1,699
+1% +$102K 1.08% 27
2021
Q2 		$9.43M Buy
155,656
+61,060
+65% +$3.88M 1.15% 23
2021
Q1 		$5.39M Buy
94,596
+9,315
+11% +$511K 1.08% 28
2020
Q4 		$4.3M Buy
+85,281
New +$4.21M 0.9% 36

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Transform Wealth's ADM Position: Q2 2024 in Review

Transform Wealth sold out of Archer Daniels Midland (ADM) in Q2 2024, closing a stake of 3,431 shares — an estimated $216K sold.

Transform Wealth first reported a position in ADM in Q4 2020 and held it in 14 quarters. The position peaked at $16.3M in Q1 2023. 1,023 funds tracked by Wall St. Rank hold ADM as of Q2 2024.

  • Transform Wealth reported no remaining Archer Daniels Midland position as of Q2 2024 after selling out during the quarter.
  • Transform Wealth sold 3,431 Archer Daniels Midland shares in Q2 2024, an estimated $216K.
  • Transform Wealth first reported a position in Archer Daniels Midland in Q4 2020 and held it in 14 quarters.
  • Transform Wealth's Archer Daniels Midland position peaked at $16.3M in Q1 2023.
  • 1,023 funds tracked by Wall St. Rank held Archer Daniels Midland as of Q2 2024.

Based on Transform Wealth's 13F filing for Q2 2024, filed 15 Jul 2024.