TriaGen Wealth Management’s Archer Daniels Midland ADM Stock Holding History

TriaGen 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
2024 Q1	–	Sell	-3,928	Closed	-$284K	–	163
2023 Q4	$284K	Buy	3,928 +3	+0.1%	+$220	0.14%	127
2023 Q3	$296K	Hold	3,925	–	–	0.15%	115
2023 Q2	$297K	Sell	3,925 -223	-5%	-$16.9K	0.14%	136
2023 Q1	$330K	Sell	4,148 -41	-1%	-$3.35K	0.17%	115
2022 Q4	$389K	Hold	4,189	–	–	0.22%	105
2022 Q3	$337K	Buy	4,189 +41	+1%	+$3.38K	0.19%	111
2022 Q2	$322K	Sell	4,148 -4,168	-50%	-$364K	0.23%	105
2022 Q1	$751K	Buy	8,316 +4,391	+112%	+$342K	0.39%	75
2021 Q4	$265K	Hold	3,925	–	–	0.13%	156
2021 Q3	$236K	Hold	3,925	–	–	0.13%	164
2021 Q2	$234K	Sell	3,925 -220	-5%	-$14K	0.12%	164
2021 Q1	$236K	Hold	4,145	–	–	0.14%	153
2020 Q4	$209K	Buy	+4,145	New	+$205K	0.12%	163

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

TriaGen Wealth Management's ADM Position: Q1 2024 in Review

TriaGen Wealth Management sold out of Archer Daniels Midland (ADM) in Q1 2024, closing a stake of 3,928 shares — an estimated $284K sold.

TriaGen Wealth Management first reported a position in ADM in Q4 2020 and held it in 13 quarters. The position peaked at $751K in Q1 2022. 1,051 funds tracked by Wall St. Rank hold ADM as of Q1 2024.

TriaGen Wealth Management reported no remaining Archer Daniels Midland position as of Q1 2024 after selling out during the quarter.
TriaGen Wealth Management sold 3,928 Archer Daniels Midland shares in Q1 2024, an estimated $284K.
TriaGen Wealth Management first reported a position in Archer Daniels Midland in Q4 2020 and held it in 13 quarters.
TriaGen Wealth Management's Archer Daniels Midland position peaked at $751K in Q1 2022.
1,051 funds tracked by Wall St. Rank held Archer Daniels Midland as of Q1 2024.

Based on TriaGen Wealth Management's 13F filing for Q1 2024, filed 23 Apr 2024.