EWP
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Engrave Wealth Partners’s Automatic Data Processing ADP Stock Holding History

Engrave Wealth Partners’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
Q3 		– Sell
-103
Closed -$15K – 55
2020
Q2 		$15K Hold
103
– – 0.01% 207
2020
Q1 		$14K Hold
103
– – 0.02% 176
2019
Q4 		$17K Buy
+103
New +$17.1K 0.02% 236

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Engrave Wealth Partners's ADP Position: Q3 2020 in Review

Engrave Wealth Partners sold out of Automatic Data Processing (ADP) in Q3 2020, closing a stake of 103 shares — an estimated $15K sold.

Engrave Wealth Partners first reported a position in ADP in Q4 2019 and held it in 3 quarters. The position peaked at $17K in Q4 2019. 1,565 funds tracked by Wall St. Rank hold ADP as of Q3 2020.

  • Engrave Wealth Partners reported no remaining Automatic Data Processing position as of Q3 2020 after selling out during the quarter.
  • Engrave Wealth Partners sold 103 Automatic Data Processing shares in Q3 2020, an estimated $15K.
  • Engrave Wealth Partners first reported a position in Automatic Data Processing in Q4 2019 and held it in 3 quarters.
  • Engrave Wealth Partners's Automatic Data Processing position peaked at $17K in Q4 2019.
  • 1,565 funds tracked by Wall St. Rank held Automatic Data Processing as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.