Waldron Private Wealth’s Archer Daniels Midland ADM Stock Holding History

Waldron Private 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 Q2	–	Sell	-9,976	Closed	-$795K	–	380
2023 Q1	$795K	Sell	9,976 -35	-0.3%	-$2.86K	0.04%	192
2022 Q4	$805K	Hold	10,011	–	–	0.05%	179
2022 Q3	$805K	Sell	10,011 -119	-1%	-$9.8K	0.05%	179
2022 Q2	$786K	Buy	10,130 +522	+5%	+$45.6K	0.04%	188
2022 Q1	$867K	Buy	9,608 +137	+1%	+$10.7K	0.04%	196
2021 Q4	$640K	Hold	9,471	–	–	0.03%	230
2021 Q3	$568K	Hold	9,471	–	–	0.03%	213
2021 Q2	$573K	Sell	9,471 -3	-0%	-$190	0.04%	189
2021 Q1	$540K	Sell	9,474 -98	-1%	-$5.38K	0.04%	186
2020 Q4	$482K	Hold	9,572	–	–	0.04%	184
2020 Q3	$445K	Sell	9,572 -7	-0.1%	-$306	0.04%	173
2020 Q2	$382K	Buy	+9,579	New	+$359K	0.03%	179

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Waldron Private Wealth's ADM Position: Q2 2023 in Review

Waldron Private Wealth sold out of Archer Daniels Midland (ADM) in Q2 2023, closing a stake of 9,976 shares — an estimated $795K sold.

Waldron Private Wealth first reported a position in ADM in Q2 2020 and held it in 12 quarters. The position peaked at $867K in Q1 2022. 1,070 funds tracked by Wall St. Rank hold ADM as of Q2 2023.

Waldron Private Wealth reported no remaining Archer Daniels Midland position as of Q2 2023 after selling out during the quarter.
Waldron Private Wealth sold 9,976 Archer Daniels Midland shares in Q2 2023, an estimated $795K.
Waldron Private Wealth first reported a position in Archer Daniels Midland in Q2 2020 and held it in 12 quarters.
Waldron Private Wealth's Archer Daniels Midland position peaked at $867K in Q1 2022.
1,070 funds tracked by Wall St. Rank held Archer Daniels Midland as of Q2 2023.

Based on Waldron Private Wealth's 13F filing for Q2 2023, filed 7 Aug 2023.