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Fortis Advisors’s Automatic Data Processing ADP Stock Holding History

Fortis 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
2020
Q3 		– Sell
-165
Closed -$25K – 149
2020
Q2 		$25K Hold
165
– – 0.02% 136
2020
Q1 		$23K Hold
165
– – 0.02% 222
2019
Q4 		$28K Buy
+165
New +$27.3K 0.02% 230

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

Fortis Advisors's ADP Position: Q3 2020 in Review

Fortis Advisors sold out of Automatic Data Processing (ADP) in Q3 2020, closing a stake of 165 shares — an estimated $25K sold.

Fortis Advisors first reported a position in ADP in Q4 2019 and held it in 3 quarters. The position peaked at $28K in Q4 2019. 1,565 funds tracked by Wall St. Rank hold ADP as of Q3 2020.

  • Fortis Advisors reported no remaining Automatic Data Processing position as of Q3 2020 after selling out during the quarter.
  • Fortis Advisors sold 165 Automatic Data Processing shares in Q3 2020, an estimated $25K.
  • Fortis Advisors first reported a position in Automatic Data Processing in Q4 2019 and held it in 3 quarters.
  • Fortis Advisors's Automatic Data Processing position peaked at $28K in Q4 2019.
  • 1,565 funds tracked by Wall St. Rank held Automatic Data Processing as of Q3 2020.

Based on Fortis Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.