Bard Financial Services’s Automatic Data Processing ADP Stock Holding History

Bard Financial Services’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 Q3	–	Sell	-1,050	Closed	-$251K	–	211
2024 Q2	$251K	Hold	1,050	–	–	0.03%	194
2024 Q1	$262K	Hold	1,050	–	–	0.03%	197
2023 Q4	$245K	Hold	1,050	–	–	0.03%	205
2023 Q3	$253K	Hold	1,050	–	–	0.03%	192
2023 Q2	$231K	Hold	1,050	–	–	0.02%	280
2023 Q1	$234K	Hold	1,050	–	–	0.02%	280
2022 Q4	$251K	Hold	1,050	–	–	0.02%	265
2022 Q3	$237K	Hold	1,050	–	–	0.02%	256
2022 Q2	$221K	Hold	1,050	–	–	0.02%	265
2022 Q1	$239K	Hold	1,050	–	–	0.02%	262
2021 Q4	$259K	Hold	1,050	–	–	0.02%	248
2021 Q3	$210K	Buy	+1,050	New	+$216K	0.02%	255

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 $3.38T AUM 44.17% 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

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

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bard Financial Services's ADP Position: Q3 2024 in Review

Bard Financial Services sold out of Automatic Data Processing (ADP) in Q3 2024, closing a stake of 1,050 shares — an estimated $251K sold.

Bard Financial Services first reported a position in ADP in Q3 2021 and held it in 12 quarters. The position peaked at $262K in Q1 2024. 2,236 funds tracked by Wall St. Rank hold ADP as of Q3 2024.

Bard Financial Services reported no remaining Automatic Data Processing position as of Q3 2024 after selling out during the quarter.
Bard Financial Services sold 1,050 Automatic Data Processing shares in Q3 2024, an estimated $251K.
Bard Financial Services first reported a position in Automatic Data Processing in Q3 2021 and held it in 12 quarters.
Bard Financial Services's Automatic Data Processing position peaked at $262K in Q1 2024.
2,236 funds tracked by Wall St. Rank held Automatic Data Processing as of Q3 2024.

Based on Bard Financial Services's 13F filing for Q3 2024, filed 4 Oct 2024.