WWP
ADM icon

WR Wealth Planners’s Archer Daniels Midland ADM Stock Holding History

WR Wealth Planners’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
Q4 		$64.1K Sell
1,268
-190
-13% -$10.3K 0.02% 294
2024
Q3 		$87.1K Hold
1,458
– – 0.02% 276
2024
Q2 		$88.1K Buy
1,458
+9
+0.6% +$552 0.03% 260
2024
Q1 		$91K Buy
+1,449
New +$85.1K 0.03% 263
2023
Q4 		– Sell
-1,318
Closed -$99.4K – 196
2023
Q3 		$99.4K Buy
1,318
+467
+55% +$37.8K 0.04% 237
2023
Q2 		$64.3K Buy
851
+801
+1,602% +$60.6K 0.02% 288
2023
Q1 		$3.98K Hold
50
– – ﹤0.01% 711
2022
Q4 		$4.64K Hold
50
– – ﹤0.01% 333
2022
Q3 		$4.02K Hold
50
– – ﹤0.01% 333
2022
Q2 		$3.88K Hold
50
– – ﹤0.01% 367
2022
Q1 		$4.51K Buy
+50
New +$3.89K ﹤0.01% 365

Other funds holding ADM

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WR Wealth Planners's ADM Position: Q4 2024 in Review

WR Wealth Planners reduced its Archer Daniels Midland (ADM) stake by 13% in Q4 2024, selling an estimated $10.3K and leaving 1,268 shares worth $64.1K. The position accounts for 0.02% of the portfolio, ranked #294.

WR Wealth Planners first reported a position in ADM in Q1 2022 and has held it in 11 quarters since. The position peaked at $99.4K in Q3 2023. 966 funds tracked by Wall St. Rank hold ADM as of Q4 2024.

  • WR Wealth Planners held 1,268 shares of Archer Daniels Midland worth $64.1K as of Q4 2024.
  • WR Wealth Planners sold 190 Archer Daniels Midland shares in Q4 2024, an estimated $10.3K.
  • Archer Daniels Midland made up 0.02% of WR Wealth Planners's portfolio in Q4 2024, its #294 holding.
  • WR Wealth Planners first reported a position in Archer Daniels Midland in Q1 2022 and has held it in 11 quarters since.
  • WR Wealth Planners's Archer Daniels Midland position peaked at $99.4K in Q3 2023.
  • 966 funds tracked by Wall St. Rank held Archer Daniels Midland as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.