Goodwin Investment Advisory’s Automatic Data Processing ADP Stock Holding History

Goodwin Investment Advisory’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	-167	Closed	-$39.9K	–	83
2022 Q4	$39.9K	Hold	167	–	–	0.03%	96
2022 Q3	$38K	Sell	167 -106	-39%	-$25K	0.03%	99
2022 Q2	$57.3K	Hold	273	–	–	0.04%	58
2022 Q1	$62K	Sell	273 -20	-7%	-$4.28K	0.04%	70
2021 Q4	$72K	Hold	293	–	–	0.05%	63
2021 Q3	$59K	Hold	293	–	–	0.06%	62
2021 Q2	$58K	Hold	293	–	–	0.06%	61
2021 Q1	$55K	Buy	+293	New	+$50.9K	0.06%	60

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 $3.37T AUM 44.26% 1-Year Est. Return

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

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

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

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

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Goodwin Investment Advisory's ADP Position: Q1 2023 in Review

Goodwin Investment Advisory sold out of Automatic Data Processing (ADP) in Q1 2023, closing a stake of 167 shares — an estimated $39.9K sold.

Goodwin Investment Advisory first reported a position in ADP in Q1 2021 and held it in 8 quarters. The position peaked at $72K in Q4 2021. 1,966 funds tracked by Wall St. Rank hold ADP as of Q1 2023.

Goodwin Investment Advisory reported no remaining Automatic Data Processing position as of Q1 2023 after selling out during the quarter.
Goodwin Investment Advisory sold 167 Automatic Data Processing shares in Q1 2023, an estimated $39.9K.
Goodwin Investment Advisory first reported a position in Automatic Data Processing in Q1 2021 and held it in 8 quarters.
Goodwin Investment Advisory's Automatic Data Processing position peaked at $72K in Q4 2021.
1,966 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2023.

Based on Goodwin Investment Advisory's 13F filing for Q1 2023, filed 15 May 2023.