WCG Wealth Advisors’s Archer Daniels Midland ADM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
-11,035
Closed -$879K 159
2023
Q1
$879K Sell
11,035
-89
-0.8% -$7.27K 0.11% 118
2022
Q4
$1.03M Sell
11,124
-1,014
-8% -$93.6K 0.14% 109
2022
Q3
$984K Sell
12,138
-392
-3% -$32.3K 0.13% 126
2022
Q2
$972K Buy
+12,530
New +$1.1M 0.14% 121

Other funds holding ADM

WCG Wealth Advisors's ADM Position: Q2 2023 in Review

WCG Wealth Advisors sold out of Archer Daniels Midland (ADM) in Q2 2023, closing a stake of 11,035 shares — an estimated $879K sold.

WCG Wealth Advisors first reported a position in ADM in Q2 2022 and held it in 4 quarters. The position peaked at $1.03M in Q4 2022. 1,070 funds tracked by Wall St. Rank hold ADM as of Q2 2023.

  • WCG Wealth Advisors reported no remaining Archer Daniels Midland position as of Q2 2023 after selling out during the quarter.
  • WCG Wealth Advisors sold 11,035 Archer Daniels Midland shares in Q2 2023, an estimated $879K.
  • WCG Wealth Advisors first reported a position in Archer Daniels Midland in Q2 2022 and held it in 4 quarters.
  • WCG Wealth Advisors's Archer Daniels Midland position peaked at $1.03M in Q4 2022.
  • 1,070 funds tracked by Wall St. Rank held Archer Daniels Midland as of Q2 2023.

Based on WCG Wealth Advisors's 13F filing for Q2 2023, filed 14 Aug 2023.