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Safeguard Investment Advisory Group’s Automatic Data Processing ADP Stock Holding History

Safeguard Investment Advisory Group’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
Q1 		– Sell
-24
Closed -$4K – 89
2020
Q4 		$4K Buy
+24
New +$3.94K ﹤0.01% 549

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

Safeguard Investment Advisory Group's ADP Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Automatic Data Processing (ADP) in Q1 2021, closing a stake of 24 shares — an estimated $4K sold.

Safeguard Investment Advisory Group first reported a position in ADP in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 1,725 funds tracked by Wall St. Rank hold ADP as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Automatic Data Processing position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 24 Automatic Data Processing shares in Q1 2021, an estimated $4K.
  • Safeguard Investment Advisory Group first reported a position in Automatic Data Processing in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Automatic Data Processing position peaked at $4K in Q4 2020.
  • 1,725 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.