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SVA Wealth Management’s Automatic Data Processing ADP Stock Holding History

SVA Wealth 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
2020
Q4 		$477K Buy
2,705
+336
+14% +$55.2K 0.04% 170
2020
Q3 		$330K Hold
2,369
– – 0.03% 170
2020
Q2 		$353K Hold
2,369
– – 0.04% 165
2020
Q1 		$324K Hold
2,369
– – 0.04% 162
2019
Q4 		$404K Hold
2,369
– – 0.04% 162
2019
Q3 		$382K Hold
2,369
– – 0.04% 161
2019
Q2 		$392K Sell
2,369
-1,956
-45% -$318K 0.04% 164
2019
Q1 		$691K Hold
4,325
– – 0.07% 135
2018
Q4 		$567K Sell
4,325
-100
-2% -$14.1K 0.06% 138
2018
Q3 		$667K Buy
4,425
+1,092
+33% +$154K 0.07% 140
2018
Q2 		$447K Sell
3,333
-951
-22% -$121K 0.05% 158
2018
Q1 		$468K Buy
4,284
+676
+19% +$78.8K 0.06% 146
2017
Q4 		$423K Sell
3,608
-676
-16% -$77.3K 0.05% 155
2017
Q3 		$468K Buy
4,284
+975
+29% +$104K 0.06% 146
2017
Q2 		$339K Buy
3,309
+700
+27% +$70.9K 0.04% 159
2017
Q1 		$267K Sell
2,609
-391
-13% -$39.9K 0.04% 172
2016
Q4 		$308K Sell
3,000
-486
-14% -$45.3K 0.05% 164
2016
Q3 		$307K Buy
3,486
+1,276
+58% +$116K 0.05% 164
2016
Q2 		$203K Buy
+2,210
New +$195K 0.03% 195
2016
Q1 		– Sell
-6,696
Closed -$567K – 201
2015
Q4 		$567K Sell
6,696
-64
-0.9% -$5.51K 0.1% 144
2015
Q3 		$543K Buy
6,760
+199
+3% +$15.9K 0.1% 144
2015
Q2 		$526K Sell
6,561
-54
-0.8% -$4.6K 0.1% 148
2015
Q1 		$566K Buy
6,615
+844
+15% +$72.7K 0.1% 151
2014
Q4 		$481K Buy
5,771
+413
+8% +$33.5K 0.17% 116
2014
Q3 		$391K Buy
5,358
+22
+0.4% +$1.59K 0.17% 115
2014
Q2 		$371K Buy
5,336
+1,187
+29% +$81K 0.16% 116
2014
Q1 		$281K Buy
4,149
+656
+19% +$44.7K 0.13% 127
2013
Q4 		$248K Buy
+3,493
New +$235K 0.15% 123

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SVA Wealth Management's ADP Position: Q4 2020 in Review

SVA Wealth Management increased its Automatic Data Processing (ADP) stake by 14% in Q4 2020, buying an estimated $55.2K and bringing the position to 2,705 shares worth $477K. The position accounts for 0.04% of the portfolio, ranked #170.

SVA Wealth Management first reported a position in ADP in Q4 2013 and has held it in 28 quarters since. The position peaked at $691K in Q1 2019. 1,706 funds tracked by Wall St. Rank hold ADP as of Q4 2020.

  • SVA Wealth Management held 2,705 shares of Automatic Data Processing worth $477K as of Q4 2020.
  • SVA Wealth Management bought 336 Automatic Data Processing shares in Q4 2020, an estimated $55.2K.
  • Automatic Data Processing made up 0.04% of SVA Wealth Management's portfolio in Q4 2020, its #170 holding.
  • SVA Wealth Management first reported a position in Automatic Data Processing in Q4 2013 and has held it in 28 quarters since.
  • SVA Wealth Management's Automatic Data Processing position peaked at $691K in Q1 2019.
  • 1,706 funds tracked by Wall St. Rank held Automatic Data Processing as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.