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Automatic Data Processing shares owned by OptiFour Integrated Wealth Management

Quarter-by-quarter ownership of Automatic Data Processing (ADP) shares owned by OptiFour Integrated Wealth Management from 13F filings

Historical chart of OptiFour Integrated Wealth Management investment in Automatic Data Processing

Tip: Access up to 7 years of quarterly data

All positions including Automatic Data Processing held by OptiFour Integrated Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Automatic Data Processing by OptiFour Integrated Wealth Management

Quarter filed Position value Share count Share price at filing
2019-12-31 $1.3M 7.8k 170.51
2019-09-30 $1.3M 7.8k 161.46
2019-06-30 $1.3M 7.8k 165.29

More positions owned by OptiFour Integrated Wealth Management

iShares S&P 1500 Index Fund (ITOT)
Schwab U S Broad Market ETF (SCHB)
Vanguard Total Stock Market ETF (VTI)
Vanguard Mun Bd Fd Inc tax-exempt bd (VTEB)
Ishares Core Intl Stock Etf core (IXUS)
iShares Lehman Aggregate Bond (AGG)
SPDR Barclays Capital TIPS (SPIP)
Ishares Tr fltg rate nt (FLOT)
Vanguard Charlotte Fds intl bd idx etf (BNDX)
Ishares Tr Global Reit Etf (REET)
iShares S&P Natl AMTFr Mncpl Bd (MUB)
Schwab International Equity ETF (SCHF)
Vanguard Star Fd Intl Stk Idxf (VXUS)
Schwab Strategic Tr us aggregate b (SCHZ)
Alamo (ALG)

View all positions for OptiFour Integrated Wealth Management

Top funds holding Automatic Data Processing

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Bank of New York Mellon
Wells Fargo & Company
Alliancebernstein
Wellington Management Company
Fundsmith
Northern Trust
Capital Research Global Investors
Bank of America Corporation
State Farm Mutual Automobile Insurance Company
Invesco
Legal & General Group

View all funds holding Automatic Data Processing