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Lighthouse Financial Advisors’s Automatic Data Processing ADP Stock Holding History

Lighthouse Financial 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
2021
Q1 		$2.83M Sell
14,995
-202
-1% -$35.1K 0.86% 33
2020
Q4 		$2.68M Buy
15,197
+181
+1% +$29.7K 0.91% 36
2020
Q3 		$2.1M Buy
15,016
+502
+3% +$70.3K 0.8% 42
2020
Q2 		$2.15M Buy
14,514
+498
+4% +$71.3K 0.91% 32
2020
Q1 		$1.91M Buy
14,016
+1,894
+16% +$305K 1.16% 28
2019
Q4 		$2.07M Buy
+12,122
New +$2.01M 0.97% 26

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

Lighthouse Financial Advisors's ADP Position: Q1 2021 in Review

Lighthouse Financial Advisors reduced its Automatic Data Processing (ADP) stake by 1.3% in Q1 2021, selling an estimated $35.1K and leaving 14,995 shares worth $2.83M. The position accounts for 0.86% of the portfolio, ranked #33.

Lighthouse Financial Advisors first reported a position in ADP in Q4 2019 and has held it in 6 quarters since. 1,725 funds tracked by Wall St. Rank hold ADP as of Q1 2021.

  • Lighthouse Financial Advisors held 14,995 shares of Automatic Data Processing worth $2.83M as of Q1 2021.
  • Lighthouse Financial Advisors sold 202 Automatic Data Processing shares in Q1 2021, an estimated $35.1K.
  • Automatic Data Processing made up 0.86% of Lighthouse Financial Advisors's portfolio in Q1 2021, its #33 holding.
  • Lighthouse Financial Advisors first reported a position in Automatic Data Processing in Q4 2019 and has held it in 6 quarters since.
  • 1,725 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2021.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2021, filed 10 May 2021.