W
ADP icon

Wealthfront’s Automatic Data Processing ADP Stock Holding History

Wealthfront’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
2018
Q3 		$2.2M Sell
14,623
-343
-2% -$48.5K 0.02% 114
2018
Q2 		$2.01M Buy
14,966
+1,823
+14% +$231K 0.02% 125
2018
Q1 		$1.49M Buy
13,143
+306
+2% +$35.7K 0.02% 176
2017
Q4 		$1.5M Buy
12,837
+954
+8% +$109K 0.02% 160
2017
Q3 		$1.3M Buy
11,883
+762
+7% +$81.6K 0.02% 149
2017
Q2 		$1.14M Sell
11,121
-215
-2% -$21.8K 0.02% 138
2017
Q1 		$1.16M Buy
11,336
+974
+9% +$99.3K 0.02% 128
2016
Q4 		$1.06M Buy
10,362
+1,755
+20% +$164K 0.02% 113
2016
Q3 		$759K Buy
8,607
+303
+4% +$27.5K 0.02% 136
2016
Q2 		$763K Buy
8,304
+763
+10% +$67.4K 0.02% 119
2016
Q1 		$677K Buy
7,541
+2,819
+60% +$236K 0.02% 113
2015
Q4 		$400K Buy
4,722
+414
+10% +$35.7K 0.01% 170
2015
Q3 		$346K Buy
4,308
+2,392
+125% +$192K 0.01% 175
2015
Q2 		$154K Sell
1,916
-419
-18% -$35.7K 0.01% 315
2015
Q1 		$200K Buy
2,335
+735
+46% +$63.3K 0.01% 244
2014
Q4 		$133K Sell
1,600
-523
-25% -$42.4K 0.01% 303
2014
Q3 		$155K Buy
2,123
+642
+43% +$46.4K 0.01% 197
2014
Q2 		$105K Buy
1,481
+844
+132% +$57.6K 0.01% 211
2014
Q1 		$43K Buy
+637
New +$43.4K 0.01% 295

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

Wealthfront's ADP Position: Q3 2018 in Review

Wealthfront reduced its Automatic Data Processing (ADP) stake by 2.3% in Q3 2018, selling an estimated $48.5K and leaving 14,623 shares worth $2.2M. The position accounts for 0.02% of the portfolio, ranked #114.

Wealthfront first reported a position in ADP in Q1 2014 and has held it in 19 quarters since. 1,417 funds tracked by Wall St. Rank hold ADP as of Q3 2018.

  • Wealthfront held 14,623 shares of Automatic Data Processing worth $2.2M as of Q3 2018.
  • Wealthfront sold 343 Automatic Data Processing shares in Q3 2018, an estimated $48.5K.
  • Automatic Data Processing made up 0.02% of Wealthfront's portfolio in Q3 2018, its #114 holding.
  • Wealthfront first reported a position in Automatic Data Processing in Q1 2014 and has held it in 19 quarters since.
  • 1,417 funds tracked by Wall St. Rank held Automatic Data Processing as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.