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SDWMA
Schneider Downs Wealth Management Advisors’s
Automatic Data Processing
ADP
Stock Holding History
Schneider Downs Wealth Management Advisors’s Portfolio
ADP Stock Details
ADP Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2022
Q4
–
Sell
-1,066
Closed
-$241K
–
116
2022
Q3
$241K
Hold
1,066
–
–
0.07%
110
2022
Q2
$224K
Sell
1,066
-1
-0.1%
-$219
0.06%
128
2022
Q1
$243K
Sell
1,067
-1
-0.1%
-$214
0.06%
127
2021
Q4
$263K
Hold
1,068
–
–
0.06%
130
2021
Q3
$214K
Sell
1,068
-9
-0.8%
-$1.85K
0.06%
136
2021
Q2
$214K
Buy
1,077
+2
+0.2%
+$389
0.06%
133
2021
Q1
$203K
Buy
+1,075
New
+$187K
0.05%
133
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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