AWM
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Aevitas Wealth Management’s Automatic Data Processing ADP Stock Holding History

Aevitas 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
2022
Q4 		$603K Buy
2,523
+8
+0.3% +$1.96K 0.36% 61
2022
Q3 		$569K Buy
2,515
+9
+0.4% +$2.12K 0.43% 59
2022
Q2 		$526K Buy
2,506
+8
+0.3% +$1.75K 0.36% 70
2022
Q1 		$568K Sell
2,498
-21
-0.8% -$4.5K 0.35% 71
2021
Q4 		$621K Buy
2,519
+8
+0.3% +$1.81K 0.37% 67
2021
Q3 		$502K Buy
2,511
+8
+0.3% +$1.65K 0.32% 79
2021
Q2 		$497K Buy
2,503
+9
+0.4% +$1.75K 0.32% 83
2021
Q1 		$470K Buy
2,494
+9
+0.4% +$1.56K 0.33% 75
2020
Q4 		$438K Buy
2,485
+11
+0.4% +$1.81K 0.32% 72
2020
Q3 		$345K Buy
2,474
+7
+0.3% +$981 0.28% 83
2020
Q2 		$367K Buy
2,467
+7
+0.3% +$1K 0.34% 78
2020
Q1 		$336K Sell
2,460
-295
-11% -$47.5K 0.38% 72
2019
Q4 		$470K Buy
2,755
+6
+0.2% +$993 0.44% 61
2019
Q3 		$444K Sell
2,749
-104
-4% -$17.2K 0.44% 62
2019
Q2 		$472K Buy
2,853
+7
+0.2% +$1.14K 0.48% 60
2019
Q1 		$454K Buy
2,846
+7
+0.2% +$1.02K 0.4% 68
2018
Q4 		$372K Buy
2,839
+6
+0.2% +$847 0.38% 69
2018
Q3 		$427K Buy
2,833
+6
+0.2% +$849 0.39% 68
2018
Q2 		$379K Sell
2,827
-93
-3% -$11.8K 0.37% 69
2018
Q1 		$331K Buy
2,920
+6
+0.2% +$700 0.33% 75
2017
Q4 		$341K Buy
+2,914
New +$333K 0.32% 79

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Aevitas Wealth Management's ADP Position: Q4 2022 in Review

Aevitas Wealth Management increased its Automatic Data Processing (ADP) stake by 0.32% in Q4 2022, buying an estimated $1.96K and bringing the position to 2,523 shares worth $603K. The position accounts for 0.36% of the portfolio, ranked #61.

Aevitas Wealth Management first reported a position in ADP in Q4 2017 and has held it in 21 quarters since. The position peaked at $621K in Q4 2021. 2,056 funds tracked by Wall St. Rank hold ADP as of Q4 2022.

  • Aevitas Wealth Management held 2,523 shares of Automatic Data Processing worth $603K as of Q4 2022.
  • Aevitas Wealth Management bought 8 Automatic Data Processing shares in Q4 2022, an estimated $1.96K.
  • Automatic Data Processing made up 0.36% of Aevitas Wealth Management's portfolio in Q4 2022, its #61 holding.
  • Aevitas Wealth Management first reported a position in Automatic Data Processing in Q4 2017 and has held it in 21 quarters since.
  • Aevitas Wealth Management's Automatic Data Processing position peaked at $621K in Q4 2021.
  • 2,056 funds tracked by Wall St. Rank held Automatic Data Processing as of Q4 2022.

Based on Aevitas Wealth Management's 13F filing for Q4 2022, filed 24 Jan 2023.