Accel Wealth Management’s Automatic Data Processing ADP Stock Holding History

Accel 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
2023 Q2	–	Sell	-289	Closed	-$64.3K	–	180
2023 Q1	$64.3K	Hold	289	–	–	0.03%	424
2022 Q4	$68.9K	Sell	289 -37	-11%	-$9.08K	0.03%	308
2022 Q3	$77K	Hold	326	–	–	0.04%	284
2022 Q2	$70K	Sell	326 -13	-4%	-$2.85K	0.04%	292
2022 Q1	$79K	Buy	339 +1	+0.3%	+$214	0.04%	285
2021 Q4	$83K	Buy	338 +12	+4%	+$2.72K	0.04%	287
2021 Q3	$65K	Sell	326 -16	-5%	-$3.3K	0.04%	283
2021 Q2	$68K	Hold	342	–	–	0.05%	285
2021 Q1	$64K	Hold	342	–	–	0.05%	278
2020 Q4	$60K	Buy	+342	New	+$56.2K	0.06%	267

Other funds holding ADP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Accel Wealth Management's ADP Position: Q2 2023 in Review

Accel Wealth Management sold out of Automatic Data Processing (ADP) in Q2 2023, closing a stake of 289 shares — an estimated $64.3K sold.

Accel Wealth Management first reported a position in ADP in Q4 2020 and held it in 10 quarters. The position peaked at $83K in Q4 2021. 1,983 funds tracked by Wall St. Rank hold ADP as of Q2 2023.

Accel Wealth Management reported no remaining Automatic Data Processing position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 289 Automatic Data Processing shares in Q2 2023, an estimated $64.3K.
Accel Wealth Management first reported a position in Automatic Data Processing in Q4 2020 and held it in 10 quarters.
Accel Wealth Management's Automatic Data Processing position peaked at $83K in Q4 2021.
1,983 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.