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Personal Wealth Partners’s Automatic Data Processing ADP Stock Holding History

Personal Wealth Partners’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
Q3 		– Sell
-23
Closed -$5K – 82
2021
Q2 		$5K Buy
+23
New +$4.47K ﹤0.01% 310
2020
Q1 		– Sell
-23
Closed -$4K – 70
2019
Q4 		$4K Hold
23
– – ﹤0.01% 281
2019
Q3 		$4K Buy
+23
New +$3.8K ﹤0.01% 281

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 New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Personal Wealth Partners's ADP Position: Q3 2021 in Review

Personal Wealth Partners sold out of Automatic Data Processing (ADP) in Q3 2021, closing a stake of 23 shares — an estimated $5K sold.

Personal Wealth Partners first reported a position in ADP in Q3 2019 and held it in 3 quarters. The position peaked at $5K in Q2 2021. 1,748 funds tracked by Wall St. Rank hold ADP as of Q3 2021.

  • Personal Wealth Partners reported no remaining Automatic Data Processing position as of Q3 2021 after selling out during the quarter.
  • Personal Wealth Partners sold 23 Automatic Data Processing shares in Q3 2021, an estimated $5K.
  • Personal Wealth Partners first reported a position in Automatic Data Processing in Q3 2019 and held it in 3 quarters.
  • Personal Wealth Partners's Automatic Data Processing position peaked at $5K in Q2 2021.
  • 1,748 funds tracked by Wall St. Rank held Automatic Data Processing as of Q3 2021.

Based on Personal Wealth Partners's 13F filing for Q3 2021, filed 20 Oct 2021.