TW
ADM icon

TrinityPoint Wealth’s Archer Daniels Midland ADM Stock Holding History

TrinityPoint 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
2023
Q1 		– Sell
-2,368
Closed -$220K – 274
2022
Q4 		$220K Sell
2,368
-177
-7% -$16.3K 0.05% 249
2022
Q3 		$205K Buy
+2,545
New +$210K 0.05% 260
2020
Q2 		– Sell
-15,842
Closed -$557K – 207
2020
Q1 		$557K Sell
15,842
-640
-4% -$26.2K 0.22% 110
2019
Q4 		$764K Sell
16,482
-3,198
-16% -$136K 0.26% 101
2019
Q3 		$847K Buy
+19,680
New +$783K 0.3% 92

Other funds holding ADM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
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

TrinityPoint Wealth's ADM Position: Q1 2023 in Review

TrinityPoint Wealth sold out of Archer Daniels Midland (ADM) in Q1 2023, closing a stake of 2,368 shares — an estimated $220K sold.

TrinityPoint Wealth first reported a position in ADM in Q3 2019 and held it in 5 quarters. The position peaked at $847K in Q3 2019. 1,117 funds tracked by Wall St. Rank hold ADM as of Q1 2023.

  • TrinityPoint Wealth reported no remaining Archer Daniels Midland position as of Q1 2023 after selling out during the quarter.
  • TrinityPoint Wealth sold 2,368 Archer Daniels Midland shares in Q1 2023, an estimated $220K.
  • TrinityPoint Wealth first reported a position in Archer Daniels Midland in Q3 2019 and held it in 5 quarters.
  • TrinityPoint Wealth's Archer Daniels Midland position peaked at $847K in Q3 2019.
  • 1,117 funds tracked by Wall St. Rank held Archer Daniels Midland as of Q1 2023.

Based on TrinityPoint Wealth's 13F filing for Q1 2023, filed 4 May 2023.