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

Alterna 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
2019
Q1 		– Sell
-4,417
Closed -$453K – 107
2018
Q4 		$453K Buy
+4,417
New +$624K 0.07% 192

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Alterna Wealth Management's ADP Position: Q1 2019 in Review

Alterna Wealth Management sold out of Automatic Data Processing (ADP) in Q1 2019, closing a stake of 4,417 shares — an estimated $453K sold.

Alterna Wealth Management first reported a position in ADP in Q4 2018 and held it in 1 quarter. The position peaked at $453K in Q4 2018. 1,520 funds tracked by Wall St. Rank hold ADP as of Q1 2019.

  • Alterna Wealth Management reported no remaining Automatic Data Processing position as of Q1 2019 after selling out during the quarter.
  • Alterna Wealth Management sold 4,417 Automatic Data Processing shares in Q1 2019, an estimated $453K.
  • Alterna Wealth Management first reported a position in Automatic Data Processing in Q4 2018 and held it in 1 quarter.
  • Alterna Wealth Management's Automatic Data Processing position peaked at $453K in Q4 2018.
  • 1,520 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2019.

Based on Alterna Wealth Management's 13F filing for Q1 2019, filed 13 May 2019.