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Worth Financial Advisory Group’s Archer Daniels Midland ADM Stock Holding History

Worth Financial Advisory Group’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
-3,318
Closed -$264K – 120
2023
Q1 		$264K Buy
3,318
+352
+12% +$28.8K 0.25% 97
2022
Q4 		$275K Buy
+2,966
New +$274K 0.32% 81

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BlackRock
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State Street
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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

Worth Financial Advisory Group's ADM Position: Q2 2023 in Review

Worth Financial Advisory Group sold out of Archer Daniels Midland (ADM) in Q2 2023, closing a stake of 3,318 shares — an estimated $264K sold.

Worth Financial Advisory Group first reported a position in ADM in Q4 2022 and held it in 2 quarters. The position peaked at $275K in Q4 2022. 1,070 funds tracked by Wall St. Rank hold ADM as of Q2 2023.

  • Worth Financial Advisory Group reported no remaining Archer Daniels Midland position as of Q2 2023 after selling out during the quarter.
  • Worth Financial Advisory Group sold 3,318 Archer Daniels Midland shares in Q2 2023, an estimated $264K.
  • Worth Financial Advisory Group first reported a position in Archer Daniels Midland in Q4 2022 and held it in 2 quarters.
  • Worth Financial Advisory Group's Archer Daniels Midland position peaked at $275K in Q4 2022.
  • 1,070 funds tracked by Wall St. Rank held Archer Daniels Midland as of Q2 2023.

Based on Worth Financial Advisory Group's 13F filing for Q2 2023, filed 28 Jul 2023.