OPWM
ADP icon

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

Oak 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
2018
Q1 		$11K Hold
100
– – 0.01% 148
2017
Q4 		$12K Buy
+100
New +$11.4K 0.01% 142

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Oak Point Wealth Management's ADP Position: Q1 2018 in Review

Oak Point Wealth Management held its Automatic Data Processing (ADP) position steady in Q1 2018 at 100 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #148.

Oak Point Wealth Management first reported a position in ADP in Q4 2017 and has held it in 2 quarters since. The position peaked at $12K in Q4 2017. 1,339 funds tracked by Wall St. Rank hold ADP as of Q1 2018.

  • Oak Point Wealth Management held 100 shares of Automatic Data Processing worth $11K as of Q1 2018.
  • Oak Point Wealth Management left its Automatic Data Processing share count unchanged in Q1 2018.
  • Automatic Data Processing made up 0.01% of Oak Point Wealth Management's portfolio in Q1 2018, its #148 holding.
  • Oak Point Wealth Management first reported a position in Automatic Data Processing in Q4 2017 and has held it in 2 quarters since.
  • Oak Point Wealth Management's Automatic Data Processing position peaked at $12K in Q4 2017.
  • 1,339 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2018.

Based on Oak Point Wealth Management's 13F filing for Q1 2018, filed 30 Apr 2018.