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AWA
Amplius Wealth Advisors’s
Automatic Data Processing
ADP
Stock Holding History
Amplius Wealth Advisors’s Portfolio
ADP Stock Details
ADP Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q3
–
Sell
-1,128
Closed
-$348K
–
176
2025
Q2
$348K
Buy
1,128
+253
+29%
+$77.7K
0.03%
146
2025
Q1
$267K
Buy
875
+31
+4%
+$9.35K
0.03%
147
2024
Q4
$247K
Buy
844
+8
+1%
+$2.36K
0.03%
153
2024
Q3
$231K
Sell
836
-3
-0.4%
-$785
0.03%
158
2024
Q2
$200K
Buy
839
+30
+4%
+$7.37K
0.02%
163
2024
Q1
$202K
Sell
809
-60
-7%
-$14.7K
0.02%
173
2023
Q4
$202K
Sell
869
-3
-0.3%
-$699
0.02%
166
2023
Q3
$210K
Buy
+872
New
+$213K
0.03%
148
2023
Q2
–
Sell
-904
Closed
-$201K
–
167
2023
Q1
$201K
Buy
904
+24
+3%
+$5.41K
0.03%
156
2022
Q4
$210K
Buy
+880
New
+$216K
0.03%
150
2022
Q3
–
Sell
-975
Closed
-$204K
–
159
2022
Q2
$204K
Sell
975
-225
-19%
-$49.3K
0.03%
158
2022
Q1
$273K
Buy
1,200
+1
+0.1%
+$214
0.04%
139
2021
Q4
$295K
Buy
+1,199
New
+$271K
0.04%
156
Other funds holding ADP
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Capital Research Global Investors
Los Angeles, California
$645B AUM
30.41%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
AllianceBernstein
Nashville, Tennessee
$309B AUM
23.92%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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