HWM
ADP icon

Horizons Wealth Management’s Automatic Data Processing ADP Stock Holding History

Horizons Wealth Management’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
Q2 		– Sell
-67
Closed -$14.9K – 214
2023
Q1 		$14.9K Hold
67
– – 0.01% 123
2022
Q4 		$16K Hold
67
– – 0.01% 120
2022
Q3 		$15K Hold
67
– – 0.01% 110
2022
Q2 		$17K Buy
+67
New +$14.7K 0.01% 111

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Horizons Wealth Management's ADP Position: Q2 2023 in Review

Horizons Wealth Management sold out of Automatic Data Processing (ADP) in Q2 2023, closing a stake of 67 shares — an estimated $14.9K sold.

Horizons Wealth Management first reported a position in ADP in Q2 2022 and held it in 4 quarters. The position peaked at $17K in Q2 2022. 1,982 funds tracked by Wall St. Rank hold ADP as of Q2 2023.

  • Horizons Wealth Management reported no remaining Automatic Data Processing position as of Q2 2023 after selling out during the quarter.
  • Horizons Wealth Management sold 67 Automatic Data Processing shares in Q2 2023, an estimated $14.9K.
  • Horizons Wealth Management first reported a position in Automatic Data Processing in Q2 2022 and held it in 4 quarters.
  • Horizons Wealth Management's Automatic Data Processing position peaked at $17K in Q2 2022.
  • 1,982 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2023.

Based on Horizons Wealth Management's 13F filing for Q2 2023, filed 3 Jul 2023.