Certified Advisory Corp’s Automatic Data Processing ADP Stock Holding History

Certified Advisory Corp’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
2022 Q4	–	Sell	-974	Closed	-$220K	–	233
2022 Q3	$220K	Buy	+974	New	+$230K	0.05%	200
2021 Q2	–	Sell	-49	Closed	-$9K	–	218
2021 Q1	$9K	Buy	+49	New	+$8.5K	﹤0.01%	599
2020 Q2	$5K	Hold	35	–	–	﹤0.01%	629
2020 Q1	$5K	Hold	35	–	–	﹤0.01%	608
2019 Q4	$6K	Buy	+35	New	+$5.79K	﹤0.01%	637
2019 Q3	–	Sell	-35	Closed	-$6K	–	781
2019 Q2	$6K	Hold	35	–	–	﹤0.01%	646
2019 Q1	$6K	Buy	+35	New	+$5.08K	﹤0.01%	603

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

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

Certified Advisory Corp's ADP Position: Q4 2022 in Review

Certified Advisory Corp sold out of Automatic Data Processing (ADP) in Q4 2022, closing a stake of 974 shares — an estimated $220K sold.

Certified Advisory Corp first reported a position in ADP in Q1 2019 and held it in 7 quarters. The position peaked at $220K in Q3 2022. 2,056 funds tracked by Wall St. Rank hold ADP as of Q4 2022.

Certified Advisory Corp reported no remaining Automatic Data Processing position as of Q4 2022 after selling out during the quarter.
Certified Advisory Corp sold 974 Automatic Data Processing shares in Q4 2022, an estimated $220K.
Certified Advisory Corp first reported a position in Automatic Data Processing in Q1 2019 and held it in 7 quarters.
Certified Advisory Corp's Automatic Data Processing position peaked at $220K in Q3 2022.
2,056 funds tracked by Wall St. Rank held Automatic Data Processing as of Q4 2022.

Based on Certified Advisory Corp's 13F filing for Q4 2022, filed 15 Feb 2023.