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Independence Advisors’s Automatic Data Processing ADP Stock Holding History

Independence 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
-1,421
Closed -$212K – 171
2020
Q2 		$212K Buy
+1,421
New +$204K 0.05% 92
2020
Q1 		– Sell
-1,475
Closed -$251K – 154
2019
Q4 		$251K Sell
1,475
-88
-6% -$14.6K 0.06% 82
2019
Q3 		$252K Sell
1,563
-25
-2% -$4.13K 0.06% 81
2019
Q2 		$263K Buy
1,588
+54
+4% +$8.77K 0.07% 78
2019
Q1 		$245K Hold
1,534
– – 0.07% 79
2018
Q4 		$201K Sell
1,534
-9
-0.6% -$1.27K 0.07% 81
2018
Q3 		$232K Buy
+1,543
New +$218K 0.07% 77

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Independence Advisors's ADP Position: Q3 2020 in Review

Independence Advisors sold out of Automatic Data Processing (ADP) in Q3 2020, closing a stake of 1,421 shares — an estimated $212K sold.

Independence Advisors first reported a position in ADP in Q3 2018 and held it in 7 quarters. The position peaked at $263K in Q2 2019. 1,564 funds tracked by Wall St. Rank hold ADP as of Q3 2020.

  • Independence Advisors reported no remaining Automatic Data Processing position as of Q3 2020 after selling out during the quarter.
  • Independence Advisors sold 1,421 Automatic Data Processing shares in Q3 2020, an estimated $212K.
  • Independence Advisors first reported a position in Automatic Data Processing in Q3 2018 and held it in 7 quarters.
  • Independence Advisors's Automatic Data Processing position peaked at $263K in Q2 2019.
  • 1,564 funds tracked by Wall St. Rank held Automatic Data Processing as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.