Lake Point Wealth Management’s Automatic Data Processing ADP Stock Holding History

Lake Point 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
2022 Q2	$28K	Hold	135	–	–	0.02%	97
2022 Q1	$31K	Hold	135	–	–	0.01%	86
2021 Q4	$33K	Hold	135	–	–	0.01%	90
2021 Q3	$27K	Hold	135	–	–	0.01%	89
2021 Q2	$27K	Buy	+135	New	+$26.2K	0.01%	102
2020 Q1	$37K	Hold	272	–	–	0.03%	54
2019 Q4	$46K	Buy	+272	New	+$45K	0.02%	121
2019 Q2	$45K	Hold	272	–	–	0.02%	149
2019 Q1	$45K	Buy	272 +76	+39%	+$11K	0.02%	149
2018 Q4	$26K	Buy	+196	New	+$27.7K	0.01%	322

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

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

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

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lake Point Wealth Management's ADP Position: Q2 2022 in Review

Lake Point Wealth Management held its Automatic Data Processing (ADP) position steady in Q2 2022 at 135 shares worth $28K. The position accounts for 0.02% of the portfolio, ranked #97.

Lake Point Wealth Management first reported a position in ADP in Q4 2018 and has held it in 10 quarters since. The position peaked at $46K in Q4 2019. 1,938 funds tracked by Wall St. Rank hold ADP as of Q2 2022.

Lake Point Wealth Management held 135 shares of Automatic Data Processing worth $28K as of Q2 2022.
Lake Point Wealth Management left its Automatic Data Processing share count unchanged in Q2 2022.
Automatic Data Processing made up 0.02% of Lake Point Wealth Management's portfolio in Q2 2022, its #97 holding.
Lake Point Wealth Management first reported a position in Automatic Data Processing in Q4 2018 and has held it in 10 quarters since.
Lake Point Wealth Management's Automatic Data Processing position peaked at $46K in Q4 2019.
1,938 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.