EWA
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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 $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return