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Independent Solutions Wealth Management’s Automatic Data Processing ADP Stock Holding History

Independent Solutions 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
Q1 		– Sell
-1,910
Closed -$337K – 189
2020
Q4 		$337K Buy
1,910
+109
+6% +$17.9K 0.11% 132
2020
Q3 		$251K Buy
1,801
+238
+15% +$33.4K 0.1% 142
2020
Q2 		$233K Buy
+1,563
New +$224K 0.1% 142

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 $3.37T AUM 44.26% 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

Independent Solutions Wealth Management's ADP Position: Q1 2021 in Review

Independent Solutions Wealth Management sold out of Automatic Data Processing (ADP) in Q1 2021, closing a stake of 1,910 shares — an estimated $337K sold.

Independent Solutions Wealth Management first reported a position in ADP in Q2 2020 and held it in 3 quarters. The position peaked at $337K in Q4 2020. 1,727 funds tracked by Wall St. Rank hold ADP as of Q1 2021.

  • Independent Solutions Wealth Management reported no remaining Automatic Data Processing position as of Q1 2021 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 1,910 Automatic Data Processing shares in Q1 2021, an estimated $337K.
  • Independent Solutions Wealth Management first reported a position in Automatic Data Processing in Q2 2020 and held it in 3 quarters.
  • Independent Solutions Wealth Management's Automatic Data Processing position peaked at $337K in Q4 2020.
  • 1,727 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2021.

Based on Independent Solutions Wealth Management's 13F filing for Q1 2021, filed 19 Dec 2024.