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

Clarus 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 Q1	–	Sell	-996	Closed	-$240K	–	130
2022 Q4	$240K	Sell	996 -108	-10%	-$26.5K	0.16%	111
2022 Q3	$252K	Buy	+1,104	New	+$260K	0.18%	93
2022 Q2	–	Sell	-897	Closed	-$207K	–	102
2022 Q1	$207K	Buy	+897	New	+$192K	0.13%	103
2019 Q3	–	Sell	-1,056	Closed	-$175K	–	155
2019 Q2	$175K	Buy	1,056 +202	+24%	+$32.8K	0.13%	130
2019 Q1	$136K	Sell	854 -6	-0.7%	-$872	0.1%	152
2018 Q4	$113K	Sell	860 -5	-0.6%	-$706	0.18%	148
2018 Q3	$130K	Buy	865 +292	+51%	+$41.3K	0.08%	181
2018 Q2	$65K	Buy	+573	New	+$72.6K	0.05%	245

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 $3.37T AUM 44.26% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

Clarus Wealth Advisors's ADP Position: Q1 2023 in Review

Clarus Wealth Advisors sold out of Automatic Data Processing (ADP) in Q1 2023, closing a stake of 996 shares — an estimated $240K sold.

Clarus Wealth Advisors first reported a position in ADP in Q2 2018 and held it in 8 quarters. The position peaked at $252K in Q3 2022. 1,966 funds tracked by Wall St. Rank hold ADP as of Q1 2023.

Clarus Wealth Advisors reported no remaining Automatic Data Processing position as of Q1 2023 after selling out during the quarter.
Clarus Wealth Advisors sold 996 Automatic Data Processing shares in Q1 2023, an estimated $240K.
Clarus Wealth Advisors first reported a position in Automatic Data Processing in Q2 2018 and held it in 8 quarters.
Clarus Wealth Advisors's Automatic Data Processing position peaked at $252K in Q3 2022.
1,966 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2023.

Based on Clarus Wealth Advisors's 13F filing for Q1 2023, filed 10 Apr 2023.