BDO Wealth Advisors’s Automatic Data Processing ADP Stock Holding History

BDO Wealth Advisors’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	$16.5K	Buy	75 +70	+1,400%	+$15.1K	﹤0.01%	612
2023 Q1	$1.11K	Hold	5	–	–	﹤0.01%	954
2022 Q4	$1.19K	Hold	5	–	–	﹤0.01%	899
2022 Q3	$1K	Sell	5 -40	-89%	-$9.44K	﹤0.01%	952
2022 Q2	$9K	Sell	45 -27	-38%	-$5.92K	﹤0.01%	693
2022 Q1	$16K	Hold	72	–	–	﹤0.01%	631
2021 Q4	$18K	Sell	72 -35	-33%	-$7.92K	﹤0.01%	634
2021 Q3	$21K	Hold	107	–	–	﹤0.01%	600
2021 Q2	$21K	Hold	107	–	–	﹤0.01%	610
2021 Q1	$20K	Sell	107 -500	-82%	-$86.8K	﹤0.01%	615
2020 Q4	$107K	Hold	607	–	–	0.02%	281
2020 Q3	$85K	Buy	607 +5	+0.8%	+$701	0.01%	281
2020 Q2	$90K	Hold	602	–	–	0.02%	279
2020 Q1	$82K	Buy	+602	New	+$97K	0.02%	290
2018 Q1	–	Sell	-80	Closed	-$9K	–	567
2017 Q4	$9K	Buy	+80	New	+$9.15K	﹤0.01%	339

Other funds holding ADP

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

BlackRock New York $5.72T 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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BDO Wealth Advisors's ADP Position: Q2 2023 in Review

BDO Wealth Advisors increased its Automatic Data Processing (ADP) stake by 1,400% in Q2 2023, buying an estimated $15.1K and bringing the position to 75 shares worth $16.5K. The position accounts for ﹤0.01% of the portfolio, ranked #612.

BDO Wealth Advisors first reported a position in ADP in Q4 2017 and has held it in 15 quarters since. The position peaked at $107K in Q4 2020. 1,982 funds tracked by Wall St. Rank hold ADP as of Q2 2023.

BDO Wealth Advisors held 75 shares of Automatic Data Processing worth $16.5K as of Q2 2023.
BDO Wealth Advisors bought 70 Automatic Data Processing shares in Q2 2023, an estimated $15.1K.
Automatic Data Processing made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #612 holding.
BDO Wealth Advisors first reported a position in Automatic Data Processing in Q4 2017 and has held it in 15 quarters since.
BDO Wealth Advisors's Automatic Data Processing position peaked at $107K in Q4 2020.
1,982 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.