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HC Financial Advisors’s Automatic Data Processing ADP Stock Holding History

HC Financial 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
2022
Q2 		$4.38M Sell
20,858
-879
-4% -$193K 2.93% 7
2022
Q1 		$4.95M Sell
21,737
-2,205
-9% -$472K 2.94% 7
2021
Q4 		$5.9M Sell
23,942
-340
-1% -$77K 3.28% 6
2021
Q3 		$4.85M Sell
24,282
-777
-3% -$160K 2.91% 7
2021
Q2 		$4.98M Sell
25,059
-611
-2% -$119K 2.9% 7
2021
Q1 		$4.84M Buy
25,670
+2,902
+13% +$504K 2.95% 7
2020
Q4 		$4.01M Sell
22,768
-190
-0.8% -$31.2K 2.57% 6
2020
Q3 		$3.2M Buy
22,958
+661
+3% +$92.6K 2.29% 7
2020
Q2 		$3.32M Buy
22,297
+239
+1% +$34.2K 2.59% 7
2020
Q1 		$3.02M Buy
22,058
+1,590
+8% +$256K 2.69% 6
2019
Q4 		$3.49M Buy
20,468
+844
+4% +$140K 2.74% 6
2019
Q3 		$3.17M Sell
19,624
-524
-3% -$86.5K 2.71% 8
2019
Q2 		$3.33M Sell
20,148
-112
-0.6% -$18.2K 3.32% 8
2019
Q1 		$3.24M Buy
20,260
+516
+3% +$75K 3.39% 8
2018
Q4 		$2.59M Buy
19,744
+89
+0.5% +$12.6K 5.78% 7
2018
Q3 		$2.96M Buy
19,655
+7,115
+57% +$1.01M 2.62% 10
2018
Q2 		$1.68M Buy
12,540
+1,800
+17% +$228K 1.64% 26
2018
Q1 		$1.22M Sell
10,740
-201
-2% -$23.4K 1.2% 39
2017
Q4 		$1.28M Buy
+10,941
New +$1.25M 1.24% 36

Other funds holding ADP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

HC Financial Advisors's ADP Position: Q2 2022 in Review

HC Financial Advisors reduced its Automatic Data Processing (ADP) stake by 4% in Q2 2022, selling an estimated $193K and leaving 20,858 shares worth $4.38M. The position accounts for 2.93% of the portfolio, ranked #7.

HC Financial Advisors first reported a position in ADP in Q4 2017 and has held it in 19 quarters since. The position peaked at $5.9M in Q4 2021. 1,939 funds tracked by Wall St. Rank hold ADP as of Q2 2022.

  • HC Financial Advisors held 20,858 shares of Automatic Data Processing worth $4.38M as of Q2 2022.
  • HC Financial Advisors sold 879 Automatic Data Processing shares in Q2 2022, an estimated $193K.
  • Automatic Data Processing made up 2.93% of HC Financial Advisors's portfolio in Q2 2022, its #7 holding.
  • HC Financial Advisors first reported a position in Automatic Data Processing in Q4 2017 and has held it in 19 quarters since.
  • HC Financial Advisors's Automatic Data Processing position peaked at $5.9M in Q4 2021.
  • 1,939 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.