AWA
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Acorn Wealth Advisors’s Automatic Data Processing ADP Stock Holding History

Acorn Wealth Advisors’s Portfolio ADP Stock Details ADP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-231
Closed -$31K – 124
2018
Q2 		$31K Hold
231
– – 0.03% 340
2018
Q1 		$27K Buy
231
+201
+670% +$23.4K 0.02% 345
2017
Q4 		$4K Buy
+30
New +$3.43K ﹤0.01% 611

Other funds holding ADP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Acorn Wealth Advisors's ADP Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of Automatic Data Processing (ADP) in Q3 2018, closing a stake of 231 shares — an estimated $31K sold.

Acorn Wealth Advisors first reported a position in ADP in Q4 2017 and held it in 3 quarters. The position peaked at $31K in Q2 2018. 1,416 funds tracked by Wall St. Rank hold ADP as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining Automatic Data Processing position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 231 Automatic Data Processing shares in Q3 2018, an estimated $31K.
  • Acorn Wealth Advisors first reported a position in Automatic Data Processing in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's Automatic Data Processing position peaked at $31K in Q2 2018.
  • 1,416 funds tracked by Wall St. Rank held Automatic Data Processing as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.