Financial Synergies Wealth Advisors’s Automatic Data Processing ADP Stock Holding History

Financial Synergies 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
2024 Q2	–	Sell	-86	Closed	-$21.5K	–	78
2024 Q1	$21.5K	Buy	86 +2	+2%	+$489	﹤0.01%	188
2023 Q4	$20.1K	Sell	84 -2	-2%	-$466	﹤0.01%	140
2023 Q3	$20.7K	Hold	86	–	–	﹤0.01%	171
2023 Q2	$18.9K	Buy	86 +2	+2%	+$431	﹤0.01%	178
2023 Q1	$18.7K	Hold	84	–	–	﹤0.01%	185
2022 Q4	$20.1K	Buy	84 +80	+2,000%	+$19.6K	﹤0.01%	140
2022 Q3	$905	Hold	4	–	–	﹤0.01%	311
2022 Q2	$841	Buy	+4	New	+$877	﹤0.01%	325

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 $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Financial Synergies Wealth Advisors's ADP Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Automatic Data Processing (ADP) in Q2 2024, closing a stake of 86 shares — an estimated $21.5K sold.

Financial Synergies Wealth Advisors first reported a position in ADP in Q2 2022 and held it in 8 quarters. The position peaked at $21.5K in Q1 2024. 2,170 funds tracked by Wall St. Rank hold ADP as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Automatic Data Processing position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 86 Automatic Data Processing shares in Q2 2024, an estimated $21.5K.
Financial Synergies Wealth Advisors first reported a position in Automatic Data Processing in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's Automatic Data Processing position peaked at $21.5K in Q1 2024.
2,170 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.