MLFP
ADP icon

MPS Loria Financial Planners’s Automatic Data Processing ADP Stock Holding History

MPS Loria Financial Planners’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
Q2 		– Sell
-240
Closed -$45K – 92
2021
Q1 		$45K Hold
240
– – 0.02% 170
2020
Q4 		$41K Buy
+240
New +$39.4K 0.02% 175

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 $3.38T AUM 44.17% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MPS Loria Financial Planners's ADP Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Automatic Data Processing (ADP) in Q2 2021, closing a stake of 240 shares — an estimated $45K sold.

MPS Loria Financial Planners first reported a position in ADP in Q4 2020 and held it in 2 quarters. The position peaked at $45K in Q1 2021. 1,753 funds tracked by Wall St. Rank hold ADP as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Automatic Data Processing position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 240 Automatic Data Processing shares in Q2 2021, an estimated $45K.
  • MPS Loria Financial Planners first reported a position in Automatic Data Processing in Q4 2020 and held it in 2 quarters.
  • MPS Loria Financial Planners's Automatic Data Processing position peaked at $45K in Q1 2021.
  • 1,753 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.