Global Wealth Management Investment Advisory’s Automatic Data Processing ADP Stock Holding History

Global Wealth Management Investment Advisory’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 Q1	–	Sell	-821	Closed	-$145K	–	454
2020 Q4	$145K	Buy	821 +10	+1%	+$1.64K	0.06%	122
2020 Q3	$113K	Hold	811	–	–	0.05%	127
2020 Q2	$121K	Hold	811	–	–	0.05%	138
2020 Q1	$111K	Hold	811	–	–	0.06%	128
2019 Q4	$138K	Buy	811 +794	+4,671%	+$131K	0.06%	124
2019 Q3	$3K	Hold	17	–	–	﹤0.01%	447
2019 Q2	$3K	Hold	17	–	–	﹤0.01%	485
2019 Q1	$3K	Hold	17	–	–	﹤0.01%	488
2018 Q4	$2K	Buy	+17	New	+$2.4K	﹤0.01%	561

Other funds holding ADP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Global Wealth Management Investment Advisory's ADP Position: Q1 2021 in Review

Global Wealth Management Investment Advisory sold out of Automatic Data Processing (ADP) in Q1 2021, closing a stake of 821 shares — an estimated $145K sold.

Global Wealth Management Investment Advisory first reported a position in ADP in Q4 2018 and held it in 9 quarters. The position peaked at $145K in Q4 2020. 1,725 funds tracked by Wall St. Rank hold ADP as of Q1 2021.

Global Wealth Management Investment Advisory reported no remaining Automatic Data Processing position as of Q1 2021 after selling out during the quarter.
Global Wealth Management Investment Advisory sold 821 Automatic Data Processing shares in Q1 2021, an estimated $145K.
Global Wealth Management Investment Advisory first reported a position in Automatic Data Processing in Q4 2018 and held it in 9 quarters.
Global Wealth Management Investment Advisory's Automatic Data Processing position peaked at $145K in Q4 2020.
1,725 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2021.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2021, filed 17 May 2021.