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Benchmark Financial Wealth Advisors’s Automatic Data Processing ADP Stock Holding History

Benchmark Financial 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
2025
Q1 		– Sell
-690
Closed -$202K – 99
2024
Q4 		$202K Sell
690
-57
-8% -$16.8K 0.06% 97
2024
Q3 		$207K Buy
+747
New +$195K 0.07% 97

Other funds holding ADP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Benchmark Financial Wealth Advisors's ADP Position: Q1 2025 in Review

Benchmark Financial Wealth Advisors sold out of Automatic Data Processing (ADP) in Q1 2025, closing a stake of 690 shares — an estimated $202K sold.

Benchmark Financial Wealth Advisors first reported a position in ADP in Q3 2024 and held it in 2 quarters. The position peaked at $207K in Q3 2024. 2,462 funds tracked by Wall St. Rank hold ADP as of Q1 2025.

  • Benchmark Financial Wealth Advisors reported no remaining Automatic Data Processing position as of Q1 2025 after selling out during the quarter.
  • Benchmark Financial Wealth Advisors sold 690 Automatic Data Processing shares in Q1 2025, an estimated $202K.
  • Benchmark Financial Wealth Advisors first reported a position in Automatic Data Processing in Q3 2024 and held it in 2 quarters.
  • Benchmark Financial Wealth Advisors's Automatic Data Processing position peaked at $207K in Q3 2024.
  • 2,462 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2025.

Based on Benchmark Financial Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.