Connectus Wealth’s Automatic Data Processing ADP Stock Holding History

Connectus Wealth’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
2024 Q1	$1.6M	Buy	6,390 +374	+6%	+$91.4K	0.04%	207
2023 Q4	$1.4M	Sell	6,016 -390	-6%	-$90.9K	0.03%	297
2023 Q3	$1.54M	Sell	6,406 -417	-6%	-$102K	0.03%	284
2023 Q2	$1.5M	Buy	6,823 +880	+15%	+$190K	0.03%	247
2023 Q1	$1.32M	Buy	5,943 +82	+1%	+$18.5K	0.03%	261
2022 Q4	$1.4M	Sell	5,861 -368	-6%	-$90.4K	0.03%	250
2022 Q3	$1.41M	Sell	6,229 -379	-6%	-$89.4K	0.03%	293
2022 Q2	$1.39M	Buy	6,608 +2,675	+68%	+$586K	0.03%	234
2022 Q1	$970K	Sell	3,933 -1,594	-29%	-$341K	0.03%	250
2021 Q4	$1.36M	Buy	+5,527	New	+$1.25M	0.05%	178

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Connectus Wealth's ADP Position: Q1 2024 in Review

Connectus Wealth increased its Automatic Data Processing (ADP) stake by 6.2% in Q1 2024, buying an estimated $91.4K and bringing the position to 6,390 shares worth $1.6M. The position accounts for 0.04% of the portfolio, ranked #207.

Connectus Wealth first reported a position in ADP in Q4 2021 and has held it in 10 quarters since. 2,160 funds tracked by Wall St. Rank hold ADP as of Q1 2024.

Connectus Wealth held 6,390 shares of Automatic Data Processing worth $1.6M as of Q1 2024.
Connectus Wealth bought 374 Automatic Data Processing shares in Q1 2024, an estimated $91.4K.
Automatic Data Processing made up 0.04% of Connectus Wealth's portfolio in Q1 2024, its #207 holding.
Connectus Wealth first reported a position in Automatic Data Processing in Q4 2021 and has held it in 10 quarters since.
2,160 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.