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

Highland 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
2024
Q3 		– Sell
-1,294
Closed -$309K – 53
2024
Q2 		$309K Hold
1,294
– – 0.11% 39
2024
Q1 		$323K Buy
+1,294
New +$316K 0.13% 41

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Highland Financial Advisors's ADP Position: Q3 2024 in Review

Highland Financial Advisors sold out of Automatic Data Processing (ADP) in Q3 2024, closing a stake of 1,294 shares — an estimated $309K sold.

Highland Financial Advisors first reported a position in ADP in Q1 2024 and held it in 2 quarters. The position peaked at $323K in Q1 2024. 2,232 funds tracked by Wall St. Rank hold ADP as of Q3 2024.

  • Highland Financial Advisors reported no remaining Automatic Data Processing position as of Q3 2024 after selling out during the quarter.
  • Highland Financial Advisors sold 1,294 Automatic Data Processing shares in Q3 2024, an estimated $309K.
  • Highland Financial Advisors first reported a position in Automatic Data Processing in Q1 2024 and held it in 2 quarters.
  • Highland Financial Advisors's Automatic Data Processing position peaked at $323K in Q1 2024.
  • 2,232 funds tracked by Wall St. Rank held Automatic Data Processing as of Q3 2024.

Based on Highland Financial Advisors's 13F filing for Q3 2024, filed 30 Oct 2024.