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Wheatland Advisors’s Automatic Data Processing ADP Stock Holding History

Wheatland Advisors’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
Q2 		$238K Hold
1,600
– – 0.99% 34
2020
Q1 		$219K Sell
1,600
-2,900
-64% -$467K 1.11% 33
2019
Q4 		$767K Sell
4,500
-4,700
-51% -$778K 0.98% 36
2019
Q3 		$1.49M Sell
9,200
-2,700
-23% -$446K 1.35% 25
2019
Q2 		$1.97M Sell
11,900
-100
-0.8% -$16.2K 1.48% 21
2019
Q1 		$1.92M Sell
12,000
-100
-0.8% -$14.5K 1.46% 22
2018
Q4 		$1.59M Hold
12,100
– – 1.39% 25
2018
Q3 		$1.82M Sell
12,100
-100
-0.8% -$14.1K 1.37% 23
2018
Q2 		$1.64M Hold
12,200
– – 1.32% 23
2018
Q1 		$1.38M Hold
12,200
– – 1.14% 30
2017
Q4 		$1.43M Hold
12,200
– – 1.16% 29
2017
Q3 		$1.33M Sell
12,200
-200
-2% -$21.4K 1.14% 30
2017
Q2 		$1.27M Sell
12,400
-1,100
-8% -$111K 1.15% 32
2017
Q1 		$1.38M Sell
13,500
-1,150
-8% -$117K 1.23% 27
2016
Q4 		$1.51M Sell
14,650
-200
-1% -$18.7K 1.34% 25
2016
Q3 		$1.31M Buy
14,850
+100
+0.7% +$9.06K 1.23% 28
2016
Q2 		$1.35M Sell
14,750
-400
-3% -$35.3K 1.3% 28
2016
Q1 		$1.36M Hold
15,150
– – 1.39% 25
2015
Q4 		$1.28M Sell
15,150
-50
-0.3% -$4.31K 1.31% 30
2015
Q3 		$1.22M Sell
15,200
-50
-0.3% -$4K 1.32% 29
2015
Q2 		$1.22M Hold
15,250
– – 1.18% 32
2015
Q1 		$1.31M Hold
15,250
– – 1.3% 28
2014
Q4 		$1.27M Sell
15,250
-2,291
-13% -$186K 1.24% 30
2014
Q3 		$1.28M Sell
17,541
-57
-0.3% -$4.12K 1.28% 30
2014
Q2 		$1.23M Hold
17,598
– – 1.11% 35
2014
Q1 		$1.19M Sell
17,598
-797
-4% -$54.3K 1.22% 33
2013
Q4 		$1.3M Buy
+18,395
New +$1.24M 1.37% 29

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Wheatland Advisors's ADP Position: Q2 2020 in Review

Wheatland Advisors held its Automatic Data Processing (ADP) position steady in Q2 2020 at 1,600 shares worth $238K. The position accounts for 0.99% of the portfolio, ranked #34.

Wheatland Advisors first reported a position in ADP in Q4 2013 and has held it in 27 quarters since. The position peaked at $1.97M in Q2 2019. 1,594 funds tracked by Wall St. Rank hold ADP as of Q2 2020.

  • Wheatland Advisors held 1,600 shares of Automatic Data Processing worth $238K as of Q2 2020.
  • Wheatland Advisors left its Automatic Data Processing share count unchanged in Q2 2020.
  • Automatic Data Processing made up 0.99% of Wheatland Advisors's portfolio in Q2 2020, its #34 holding.
  • Wheatland Advisors first reported a position in Automatic Data Processing in Q4 2013 and has held it in 27 quarters since.
  • Wheatland Advisors's Automatic Data Processing position peaked at $1.97M in Q2 2019.
  • 1,594 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2020.

Based on Wheatland Advisors's 13F filing for Q2 2020, filed 28 Jul 2020.