AWM
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Affinity Wealth Management’s Automatic Data Processing ADP Stock Holding History

Affinity Wealth Management’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
2020
Q1 		– Sell
-1,395
Closed -$238K – 52
2019
Q4 		$238K Hold
1,395
– – 0.09% 89
2019
Q3 		$225K Buy
+1,395
New +$230K 0.09% 88

Other funds holding ADP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Affinity Wealth Management's ADP Position: Q1 2020 in Review

Affinity Wealth Management sold out of Automatic Data Processing (ADP) in Q1 2020, closing a stake of 1,395 shares — an estimated $238K sold.

Affinity Wealth Management first reported a position in ADP in Q3 2019 and held it in 2 quarters. The position peaked at $238K in Q4 2019. 1,573 funds tracked by Wall St. Rank hold ADP as of Q1 2020.

  • Affinity Wealth Management reported no remaining Automatic Data Processing position as of Q1 2020 after selling out during the quarter.
  • Affinity Wealth Management sold 1,395 Automatic Data Processing shares in Q1 2020, an estimated $238K.
  • Affinity Wealth Management first reported a position in Automatic Data Processing in Q3 2019 and held it in 2 quarters.
  • Affinity Wealth Management's Automatic Data Processing position peaked at $238K in Q4 2019.
  • 1,573 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2020.

Based on Affinity Wealth Management's 13F filing for Q1 2020, filed 15 May 2020.