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Heritage Wealth Management (Arizona)’s Automatic Data Processing ADP Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$8.6K Buy
36
+18
+100% +$4.42K ﹤0.01% 795
2022
Q3 		$4K Hold
18
– – ﹤0.01% 769
2022
Q2 		$3.78K Sell
18
-300
-94% -$65.7K ﹤0.01% 806
2022
Q1 		$72K Buy
+318
New +$68.1K 0.02% 414
2021
Q3 		$64K Hold
318
– – 0.02% 415
2021
Q2 		$63K Hold
318
– – 0.02% 419
2021
Q1 		$60K Buy
+318
New +$55.2K 0.03% 343

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 $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s ADP Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Automatic Data Processing (ADP) stake by 100% in Q4 2022, buying an estimated $4.42K and bringing the position to 36 shares worth $8.6K. The position accounts for ﹤0.01% of the portfolio, ranked #795.

Heritage Wealth Management (Arizona) first reported a position in ADP in Q1 2021 and has held it in 7 quarters since. The position peaked at $72K in Q1 2022. 2,056 funds tracked by Wall St. Rank hold ADP as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 36 shares of Automatic Data Processing worth $8.6K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 18 Automatic Data Processing shares in Q4 2022, an estimated $4.42K.
  • Automatic Data Processing made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #795 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Automatic Data Processing in Q1 2021 and has held it in 7 quarters since.
  • Heritage Wealth Management (Arizona)'s Automatic Data Processing position peaked at $72K in Q1 2022.
  • 2,056 funds tracked by Wall St. Rank held Automatic Data Processing as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.