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

Point View 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
2020
Q4 		$330K Hold
1,872
– – 0.13% 194
2020
Q3 		$261K Sell
1,872
-225
-11% -$31.5K 0.12% 205
2020
Q2 		$312K Hold
2,097
– – 0.15% 184
2020
Q1 		$287K Hold
2,097
– – 0.16% 183
2019
Q4 		$358K Sell
2,097
-38
-2% -$6.29K 0.15% 188
2019
Q3 		$345K Hold
2,135
– – 0.16% 178
2019
Q2 		$353K Sell
2,135
-19
-0.9% -$3.09K 0.15% 178
2019
Q1 		$344K Sell
2,154
-14
-0.6% -$2.03K 0.15% 178
2018
Q4 		$284K Hold
2,168
– – 0.14% 184
2018
Q3 		$327K Sell
2,168
-56
-3% -$7.92K 0.15% 184
2018
Q2 		$298K Hold
2,224
– – 0.14% 191
2018
Q1 		$252K Buy
2,224
+118
+6% +$13.8K 0.12% 203
2017
Q4 		$247K Hold
2,106
– – 0.12% 206
2017
Q3 		$231K Hold
2,106
– – 0.11% 211
2017
Q2 		$216K Hold
2,106
– – 0.11% 216
2017
Q1 		$216K Sell
2,106
-50
-2% -$5.1K 0.11% 215
2016
Q4 		$222K Buy
+2,156
New +$201K 0.13% 196
2015
Q2 		– Sell
-2,545
Closed -$218K – 200
2015
Q1 		$218K Hold
2,545
– – 0.17% 169
2014
Q4 		$212K Buy
+2,545
New +$206K 0.16% 165

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

Point View Wealth Management's ADP Position: Q4 2020 in Review

Point View Wealth Management held its Automatic Data Processing (ADP) position steady in Q4 2020 at 1,872 shares worth $330K. The position accounts for 0.13% of the portfolio, ranked #194.

Point View Wealth Management first reported a position in ADP in Q4 2014 and has held it in 19 quarters since. The position peaked at $358K in Q4 2019. 1,707 funds tracked by Wall St. Rank hold ADP as of Q4 2020.

  • Point View Wealth Management held 1,872 shares of Automatic Data Processing worth $330K as of Q4 2020.
  • Point View Wealth Management left its Automatic Data Processing share count unchanged in Q4 2020.
  • Automatic Data Processing made up 0.13% of Point View Wealth Management's portfolio in Q4 2020, its #194 holding.
  • Point View Wealth Management first reported a position in Automatic Data Processing in Q4 2014 and has held it in 19 quarters since.
  • Point View Wealth Management's Automatic Data Processing position peaked at $358K in Q4 2019.
  • 1,707 funds tracked by Wall St. Rank held Automatic Data Processing as of Q4 2020.

Based on Point View Wealth Management's 13F filing for Q4 2020, filed 8 Feb 2021.