IWA
ADP icon

Intercontinental Wealth Advisors’s Automatic Data Processing ADP Stock Holding History

Intercontinental Wealth 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
Q1 		– Sell
-308
Closed -$55K – 159
2019
Q4 		$55K Sell
308
-246
-44% -$40.7K 0.05% 175
2019
Q3 		$89K Buy
554
+204
+58% +$33.7K 0.05% 179
2019
Q2 		$58K Buy
350
+2
+0.6% +$325 0.03% 199
2019
Q1 		$56K Buy
348
+1
+0.3% +$145 0.03% 218
2018
Q4 		$46K Buy
+347
New +$49K 0.03% 223

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Intercontinental Wealth Advisors's ADP Position: Q1 2020 in Review

Intercontinental Wealth Advisors sold out of Automatic Data Processing (ADP) in Q1 2020, closing a stake of 308 shares — an estimated $55K sold.

Intercontinental Wealth Advisors first reported a position in ADP in Q4 2018 and held it in 5 quarters. The position peaked at $89K in Q3 2019. 1,573 funds tracked by Wall St. Rank hold ADP as of Q1 2020.

  • Intercontinental Wealth Advisors reported no remaining Automatic Data Processing position as of Q1 2020 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 308 Automatic Data Processing shares in Q1 2020, an estimated $55K.
  • Intercontinental Wealth Advisors first reported a position in Automatic Data Processing in Q4 2018 and held it in 5 quarters.
  • Intercontinental Wealth Advisors's Automatic Data Processing position peaked at $89K in Q3 2019.
  • 1,573 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2020.

Based on Intercontinental Wealth Advisors's 13F filing for Q1 2020, filed 19 Jan 2021.