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Secure Asset Management’s Automatic Data Processing ADP Stock Holding History

Secure Asset 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
2024
Q2 		– Sell
-841
Closed -$210K – 284
2024
Q1 		$210K Sell
841
-810
-49% -$198K 0.05% 222
2023
Q4 		$385K Buy
1,651
+49
+3% +$11.4K 0.1% 145
2023
Q3 		$385K Sell
1,602
-11
-0.7% -$2.68K 0.12% 137
2023
Q2 		$355K Sell
1,613
-46
-3% -$9.92K 0.11% 134
2023
Q1 		$369K Sell
1,659
-2
-0.1% -$451 0.12% 135
2022
Q4 		$397K Buy
1,661
+13
+0.8% +$3.19K 0.14% 129
2022
Q3 		$373K Buy
1,648
+9
+0.5% +$2.12K 0.21% 94
2022
Q2 		$344K Sell
1,639
-18
-1% -$3.94K 0.19% 109
2022
Q1 		$377K Sell
1,657
-12
-0.7% -$2.57K 0.17% 115
2021
Q4 		$412K Sell
1,669
-13
-0.8% -$2.94K 0.17% 103
2021
Q3 		$336K Sell
1,682
-13
-0.8% -$2.68K 0.17% 106
2021
Q2 		$337K Sell
1,695
-9
-0.5% -$1.75K 0.17% 121
2021
Q1 		$321K Sell
1,704
-328
-16% -$56.9K 0.18% 121
2020
Q4 		$358K Buy
2,032
+309
+18% +$50.8K 0.21% 99
2020
Q3 		$240K Sell
1,723
-12
-0.7% -$1.68K 0.16% 121
2020
Q2 		$258K Buy
1,735
+11
+0.6% +$1.57K 0.18% 126
2020
Q1 		$236K Buy
1,724
+8
+0.5% +$1.29K 0.25% 91
2019
Q4 		$293K Buy
+1,716
New +$284K 0.21% 114

Other funds holding ADP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Secure Asset Management's ADP Position: Q2 2024 in Review

Secure Asset Management sold out of Automatic Data Processing (ADP) in Q2 2024, closing a stake of 841 shares — an estimated $210K sold.

Secure Asset Management first reported a position in ADP in Q4 2019 and held it in 18 quarters. The position peaked at $412K in Q4 2021. 2,170 funds tracked by Wall St. Rank hold ADP as of Q2 2024.

  • Secure Asset Management reported no remaining Automatic Data Processing position as of Q2 2024 after selling out during the quarter.
  • Secure Asset Management sold 841 Automatic Data Processing shares in Q2 2024, an estimated $210K.
  • Secure Asset Management first reported a position in Automatic Data Processing in Q4 2019 and held it in 18 quarters.
  • Secure Asset Management's Automatic Data Processing position peaked at $412K in Q4 2021.
  • 2,170 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2024.

Based on Secure Asset Management's 13F filing for Q2 2024, filed 24 Jul 2024.