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WealthStone’s Automatic Data Processing ADP Stock Holding History

WealthStone’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
2021
Q1 		$287K Buy
1,523
+132
+9% +$22.9K 0.1% 168
2020
Q4 		$245K Buy
+1,391
New +$228K 0.09% 170
2019
Q3 		– Sell
-800
Closed -$132K – 58
2019
Q2 		$132K Buy
+800
New +$130K 0.06% 125

Other funds holding ADP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

WealthStone's ADP Position: Q1 2021 in Review

WealthStone increased its Automatic Data Processing (ADP) stake by 9.5% in Q1 2021, buying an estimated $22.9K and bringing the position to 1,523 shares worth $287K. The position accounts for 0.1% of the portfolio, ranked #168.

WealthStone first reported a position in ADP in Q2 2019 and has held it in 3 quarters since. 1,727 funds tracked by Wall St. Rank hold ADP as of Q1 2021.

  • WealthStone held 1,523 shares of Automatic Data Processing worth $287K as of Q1 2021.
  • WealthStone bought 132 Automatic Data Processing shares in Q1 2021, an estimated $22.9K.
  • Automatic Data Processing made up 0.1% of WealthStone's portfolio in Q1 2021, its #168 holding.
  • WealthStone first reported a position in Automatic Data Processing in Q2 2019 and has held it in 3 quarters since.
  • 1,727 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.