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WealthPlan Investment Management’s Archer Daniels Midland ADM Stock Holding History

WealthPlan Investment 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
Q3 		– Sell
-16,392
Closed -$991K – 248
2024
Q2 		$991K Sell
16,392
-142,673
-90% -$8.75M 0.15% 99
2024
Q1 		$9.99M Buy
159,065
+39,908
+33% +$2.34M 1.52% 23
2023
Q4 		$8.61M Sell
119,157
-516
-0.4% -$37.8K 1.38% 24
2023
Q3 		$9.03M Buy
119,673
+60,939
+104% +$4.94M 1.6% 18
2023
Q2 		$4.44M Sell
58,734
-59,108
-50% -$4.47M 1.32% 31
2023
Q1 		$9.39M Sell
117,842
-118,436
-50% -$9.67M 1.62% 18
2022
Q4 		$19.4M Buy
236,278
+8,465
+4% +$781K 1.35% 16
2022
Q3 		$21.2M Buy
+227,813
New +$18.8M 1.55% 11
2022
Q1 		$12.1M Buy
+134,554
New +$10.5M 0.84% 42

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

WealthPlan Investment Management's ADM Position: Q3 2024 in Review

WealthPlan Investment Management sold out of Archer Daniels Midland (ADM) in Q3 2024, closing a stake of 16,392 shares — an estimated $991K sold.

WealthPlan Investment Management first reported a position in ADM in Q1 2022 and held it in 9 quarters. The position peaked at $21.2M in Q3 2022. 994 funds tracked by Wall St. Rank hold ADM as of Q3 2024.

  • WealthPlan Investment Management reported no remaining Archer Daniels Midland position as of Q3 2024 after selling out during the quarter.
  • WealthPlan Investment Management sold 16,392 Archer Daniels Midland shares in Q3 2024, an estimated $991K.
  • WealthPlan Investment Management first reported a position in Archer Daniels Midland in Q1 2022 and held it in 9 quarters.
  • WealthPlan Investment Management's Archer Daniels Midland position peaked at $21.2M in Q3 2022.
  • 994 funds tracked by Wall St. Rank held Archer Daniels Midland as of Q3 2024.

Based on WealthPlan Investment Management's 13F filing for Q3 2024, filed 5 Nov 2024.