EWA
ADP icon

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

Evolution 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
2021
Q4 		– Sell
-62
Closed -$12K – 150
2021
Q3 		$12K Hold
62
– – ﹤0.01% 374
2021
Q2 		$12K Hold
62
– – ﹤0.01% 373
2021
Q1 		$12K Hold
62
– – ﹤0.01% 381
2020
Q4 		$11K Sell
62
-33
-35% -$5.42K ﹤0.01% 335
2020
Q3 		$13K Sell
95
-18
-16% -$2.52K ﹤0.01% 316
2020
Q2 		$17K Buy
113
+62
+122% +$8.88K 0.01% 218
2020
Q1 		$7K Sell
51
-212
-81% -$34.2K ﹤0.01% 226
2019
Q4 		$45K Buy
263
+150
+133% +$24.8K 0.01% 158
2019
Q3 		$18K Buy
113
+51
+82% +$8.42K 0.01% 103
2019
Q2 		$10K Buy
+62
New +$10.1K ﹤0.01% 170

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 $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Evolution Wealth Advisors's ADP Position: Q4 2021 in Review

Evolution Wealth Advisors sold out of Automatic Data Processing (ADP) in Q4 2021, closing a stake of 62 shares — an estimated $12K sold.

Evolution Wealth Advisors first reported a position in ADP in Q2 2019 and held it in 10 quarters. The position peaked at $45K in Q4 2019. 1,934 funds tracked by Wall St. Rank hold ADP as of Q4 2021.

  • Evolution Wealth Advisors reported no remaining Automatic Data Processing position as of Q4 2021 after selling out during the quarter.
  • Evolution Wealth Advisors sold 62 Automatic Data Processing shares in Q4 2021, an estimated $12K.
  • Evolution Wealth Advisors first reported a position in Automatic Data Processing in Q2 2019 and held it in 10 quarters.
  • Evolution Wealth Advisors's Automatic Data Processing position peaked at $45K in Q4 2019.
  • 1,934 funds tracked by Wall St. Rank held Automatic Data Processing as of Q4 2021.

Based on Evolution Wealth Advisors's 13F filing for Q4 2021, filed 28 Jan 2022.