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Sound View Wealth Advisors’s Automatic Data Processing ADP Stock Holding History

Sound View Wealth Advisors’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
2019
Q1 		$1.81M Sell
11,338
-739
-6% -$107K 0.57% 56
2018
Q4 		$1.58M Buy
+12,077
New +$1.7M 0.57% 52

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Sound View Wealth Advisors's ADP Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its Automatic Data Processing (ADP) stake by 6.1% in Q1 2019, selling an estimated $107K and leaving 11,338 shares worth $1.81M. The position accounts for 0.57% of the portfolio, ranked #56.

Sound View Wealth Advisors first reported a position in ADP in Q4 2018 and has held it in 2 quarters since. 1,520 funds tracked by Wall St. Rank hold ADP as of Q1 2019.

  • Sound View Wealth Advisors held 11,338 shares of Automatic Data Processing worth $1.81M as of Q1 2019.
  • Sound View Wealth Advisors sold 739 Automatic Data Processing shares in Q1 2019, an estimated $107K.
  • Automatic Data Processing made up 0.57% of Sound View Wealth Advisors's portfolio in Q1 2019, its #56 holding.
  • Sound View Wealth Advisors first reported a position in Automatic Data Processing in Q4 2018 and has held it in 2 quarters since.
  • 1,520 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.