Wealthspire Advisors (Maryland)’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
2020
Q3
$237K Buy
+5,091
New +$223K 0.01% 405
2019
Q3
Sell
-5,272
Closed -$215K 467
2019
Q2
$215K Sell
5,272
-1,327
-20% -$54.9K 0.02% 419
2019
Q1
$285K Sell
6,599
-2,379
-26% -$102K 0.02% 371
2018
Q4
$368K Sell
8,978
-240
-3% -$11.2K 0.03% 279
2018
Q3
$463K Buy
9,218
+30
+0.3% +$1.47K 0.04% 262
2018
Q2
$421K Sell
9,188
-3,904
-30% -$175K 0.04% 274
2018
Q1
$568K Sell
13,092
-178
-1% -$7.49K 0.05% 221
2017
Q4
$532K Sell
13,270
-2,048
-13% -$84.3K 0.05% 241
2017
Q3
$651K Buy
15,318
+1,901
+14% +$80.1K 0.07% 192
2017
Q2
$555K Buy
13,417
+9,354
+230% +$402K 0.07% 208
2017
Q1
$187K Sell
4,063
-234
-5% -$10.5K 0.03% 415
2016
Q4
$196K Sell
4,297
-299
-7% -$13.2K 0.03% 374
2016
Q3
$194K Sell
4,596
-354
-7% -$15.3K 0.03% 393
2016
Q2
$212K Buy
4,950
+2,284
+86% +$91.1K 0.04% 350
2016
Q1
$97K Sell
2,666
-1,683
-39% -$58.6K 0.02% 525
2015
Q4
$160K Buy
+4,349
New +$174K 0.03% 419

Other funds holding ADM

Wealthspire Advisors (Maryland)'s ADM Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) opened a new position in Archer Daniels Midland (ADM) in Q3 2020: 5,091 shares worth $237K. The stake represents 0.01% of the portfolio and ranks #405 among its holdings. This is a return to the name: Wealthspire Advisors (Maryland) previously reported a position in ADM as recently as Q2 2019.

Wealthspire Advisors (Maryland) first reported a position in ADM in Q4 2015 and has held it in 16 quarters since. The position peaked at $651K in Q3 2017. 756 funds tracked by Wall St. Rank hold ADM as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 5,091 shares of Archer Daniels Midland worth $237K as of Q3 2020.
  • Archer Daniels Midland was a new Wealthspire Advisors (Maryland) position in Q3 2020.
  • Archer Daniels Midland made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #405 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Archer Daniels Midland in Q4 2015 and has held it in 16 quarters since.
  • Wealthspire Advisors (Maryland)'s Archer Daniels Midland position peaked at $651K in Q3 2017.
  • 756 funds tracked by Wall St. Rank held Archer Daniels Midland as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.