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Wealthspire Advisors (Maryland)’s Automatic Data Processing ADP Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		$1.14M Buy
8,193
+1,115
+16% +$156K 0.04% 179
2020
Q2 		$1.05M Buy
7,078
+759
+12% +$109K 0.08% 153
2020
Q1 		$864K Sell
6,319
-35
-0.6% -$5.64K 0.08% 156
2019
Q4 		$1.08M Buy
6,354
+212
+3% +$35.1K 0.07% 157
2019
Q3 		$991K Buy
6,142
+43
+0.7% +$7.1K 0.07% 147
2019
Q2 		$1.01M Buy
6,099
+42
+0.7% +$6.82K 0.08% 139
2019
Q1 		$968K Sell
6,057
-288
-5% -$41.8K 0.07% 141
2018
Q4 		$832K Buy
6,345
+262
+4% +$37K 0.07% 139
2018
Q3 		$916K Sell
6,083
-100
-2% -$14.1K 0.08% 151
2018
Q2 		$829K Buy
6,183
+25
+0.4% +$3.17K 0.08% 150
2018
Q1 		$699K Sell
6,158
-568
-8% -$66.2K 0.07% 183
2017
Q4 		$788K Buy
6,726
+584
+10% +$66.8K 0.08% 166
2017
Q3 		$671K Sell
6,142
-1,165
-16% -$125K 0.07% 181
2017
Q2 		$749K Sell
7,307
-3,483
-32% -$353K 0.09% 154
2017
Q1 		$1.1M Sell
10,790
-670
-6% -$68.3K 0.16% 94
2016
Q4 		$1.18M Buy
11,460
+233
+2% +$21.7K 0.18% 88
2016
Q3 		$990K Sell
11,227
-1,408
-11% -$128K 0.15% 99
2016
Q2 		$1.16M Sell
12,635
-1,242
-9% -$110K 0.19% 84
2016
Q1 		$1.25M Buy
13,877
+562
+4% +$47.1K 0.22% 75
2015
Q4 		$1.13M Buy
+13,315
New +$1.15M 0.21% 81

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s ADP Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Automatic Data Processing (ADP) stake by 16% in Q3 2020, buying an estimated $156K and bringing the position to 8,193 shares worth $1.14M. The position accounts for 0.04% of the portfolio, ranked #179.

Wealthspire Advisors (Maryland) first reported a position in ADP in Q4 2015 and has held it in 20 quarters since. The position peaked at $1.25M in Q1 2016. 1,564 funds tracked by Wall St. Rank hold ADP as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 8,193 shares of Automatic Data Processing worth $1.14M as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 1,115 Automatic Data Processing shares in Q3 2020, an estimated $156K.
  • Automatic Data Processing made up 0.04% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #179 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Automatic Data Processing in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s Automatic Data Processing position peaked at $1.25M in Q1 2016.
  • 1,564 funds tracked by Wall St. Rank held Automatic Data Processing as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.