WWM
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Willingdon Wealth Management’s Automatic Data Processing ADP Stock Holding History

Willingdon 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
Q1 		– Sell
-3,331
Closed -$568K – 294
2019
Q4 		$568K Sell
3,331
-33
-1% -$5.46K 0.12% 101
2019
Q3 		$543K Buy
3,364
+33
+1% +$5.45K 0.12% 100
2019
Q2 		$551K Hold
3,331
– – 0.13% 101
2019
Q1 		$532K Buy
3,331
+3,131
+1,566% +$455K 0.13% 108
2018
Q4 		$26K Sell
200
-657
-77% -$92.8K 0.01% 216
2018
Q3 		$129K Buy
857
+657
+329% +$92.9K 0.04% 148
2018
Q2 		$27K Hold
200
– – 0.01% 222
2018
Q1 		$23K Hold
200
– – 0.01% 211
2017
Q4 		$23K Buy
+200
New +$22.9K 0.01% 191

Other funds holding ADP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return