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OptiFour Integrated Wealth Management’s Automatic Data Processing ADP Stock Holding History

OptiFour Integrated 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
2019
Q4 		$1.34M Hold
7,847
– – 0.92% 19
2019
Q3 		$1.27M Hold
7,847
– – 0.9% 19
2019
Q2 		$1.3M Buy
+7,847
New +$1.28M 0.91% 20

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

OptiFour Integrated Wealth Management's ADP Position: Q4 2019 in Review

OptiFour Integrated Wealth Management held its Automatic Data Processing (ADP) position steady in Q4 2019 at 7,847 shares worth $1.34M. The position accounts for 0.92% of the portfolio, ranked #19.

OptiFour Integrated Wealth Management first reported a position in ADP in Q2 2019 and has held it in 3 quarters since. 1,688 funds tracked by Wall St. Rank hold ADP as of Q4 2019.

  • OptiFour Integrated Wealth Management held 7,847 shares of Automatic Data Processing worth $1.34M as of Q4 2019.
  • OptiFour Integrated Wealth Management left its Automatic Data Processing share count unchanged in Q4 2019.
  • Automatic Data Processing made up 0.92% of OptiFour Integrated Wealth Management's portfolio in Q4 2019, its #19 holding.
  • OptiFour Integrated Wealth Management first reported a position in Automatic Data Processing in Q2 2019 and has held it in 3 quarters since.
  • 1,688 funds tracked by Wall St. Rank held Automatic Data Processing as of Q4 2019.

Based on OptiFour Integrated Wealth Management's 13F filing for Q4 2019, filed 16 Jan 2020.