CWA
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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return