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

Avitas 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
2024
Q4 		$2.61M Sell
8,900
-55
-0.6% -$16.3K 0.36% 72
2024
Q3 		$2.48M Sell
8,955
-95
-1% -$24.8K 0.35% 75
2024
Q2 		$2.16M Sell
9,050
-63
-0.7% -$15.5K 0.32% 85
2024
Q1 		$2.28M Sell
9,113
-79
-0.9% -$19.3K 0.35% 75
2023
Q4 		$2.14M Buy
9,192
+134
+1% +$31.2K 0.36% 79
2023
Q3 		$2.18M Sell
9,058
-184
-2% -$44.9K 0.41% 70
2023
Q2 		$2.03M Sell
9,242
-30
-0.3% -$6.47K 0.37% 80
2023
Q1 		$2.06M Sell
9,272
-26
-0.3% -$5.87K 0.4% 70
2022
Q4 		$2.22M Buy
9,298
+66
+0.7% +$16.2K 0.47% 66
2022
Q3 		$2.09M Buy
9,232
+137
+2% +$32.3K 0.48% 61
2022
Q2 		$1.91M Buy
+9,095
New +$1.99M 0.42% 75

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Avitas Wealth Management's ADP Position: Q4 2024 in Review

Avitas Wealth Management reduced its Automatic Data Processing (ADP) stake by 0.61% in Q4 2024, selling an estimated $16.3K and leaving 8,900 shares worth $2.61M. The position accounts for 0.36% of the portfolio, ranked #72.

Avitas Wealth Management first reported a position in ADP in Q2 2022 and has held it in 11 quarters since. 2,413 funds tracked by Wall St. Rank hold ADP as of Q4 2024.

  • Avitas Wealth Management held 8,900 shares of Automatic Data Processing worth $2.61M as of Q4 2024.
  • Avitas Wealth Management sold 55 Automatic Data Processing shares in Q4 2024, an estimated $16.3K.
  • Automatic Data Processing made up 0.36% of Avitas Wealth Management's portfolio in Q4 2024, its #72 holding.
  • Avitas Wealth Management first reported a position in Automatic Data Processing in Q2 2022 and has held it in 11 quarters since.
  • 2,413 funds tracked by Wall St. Rank held Automatic Data Processing as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.