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Strategic Wealth Management Group’s Automatic Data Processing ADP Stock Holding History

Strategic Wealth Management 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
2020
Q1 		– Sell
-1,193
Closed -$203K – 86
2019
Q4 		$203K Buy
+1,193
New +$198K 0.13% 92
2019
Q2 		– Sell
-1,368
Closed -$219K – 84
2019
Q1 		$219K Buy
+1,368
New +$199K 0.18% 72

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Strategic Wealth Management Group's ADP Position: Q1 2020 in Review

Strategic Wealth Management Group sold out of Automatic Data Processing (ADP) in Q1 2020, closing a stake of 1,193 shares — an estimated $203K sold.

Strategic Wealth Management Group first reported a position in ADP in Q1 2019 and held it in 2 quarters. The position peaked at $219K in Q1 2019. 1,573 funds tracked by Wall St. Rank hold ADP as of Q1 2020.

  • Strategic Wealth Management Group reported no remaining Automatic Data Processing position as of Q1 2020 after selling out during the quarter.
  • Strategic Wealth Management Group sold 1,193 Automatic Data Processing shares in Q1 2020, an estimated $203K.
  • Strategic Wealth Management Group first reported a position in Automatic Data Processing in Q1 2019 and held it in 2 quarters.
  • Strategic Wealth Management Group's Automatic Data Processing position peaked at $219K in Q1 2019.
  • 1,573 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2020.

Based on Strategic Wealth Management Group's 13F filing for Q1 2020, filed 10 Apr 2020.