Atlas Private Wealth Management’s Automatic Data Processing ADP Stock Holding History

Atlas Private 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
2021 Q2	–	Sell	-408	Closed	-$77K	–	122
2021 Q1	$77K	Hold	408	–	–	0.05%	160
2020 Q4	$72K	Hold	408	–	–	0.05%	168
2020 Q3	$57K	Hold	408	–	–	0.04%	177
2020 Q2	$61K	Hold	408	–	–	0.05%	179
2020 Q1	$56K	Sell	408 -150	-27%	-$24.2K	0.05%	170
2019 Q4	$95K	Buy	+558	New	+$92.4K	0.07%	162

Other funds holding ADP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Atlas Private Wealth Management's ADP Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of Automatic Data Processing (ADP) in Q2 2021, closing a stake of 408 shares — an estimated $77K sold.

Atlas Private Wealth Management first reported a position in ADP in Q4 2019 and held it in 6 quarters. The position peaked at $95K in Q4 2019. 1,753 funds tracked by Wall St. Rank hold ADP as of Q2 2021.

Atlas Private Wealth Management reported no remaining Automatic Data Processing position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 408 Automatic Data Processing shares in Q2 2021, an estimated $77K.
Atlas Private Wealth Management first reported a position in Automatic Data Processing in Q4 2019 and held it in 6 quarters.
Atlas Private Wealth Management's Automatic Data Processing position peaked at $95K in Q4 2019.
1,753 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.