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Intelligent Financial Strategies’s Automatic Data Processing ADP Stock Holding History

Intelligent Financial Strategies’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
Q4 		– Sell
-135
Closed -$39.9K – 80
2024
Q3 		$37.5K Hold
135
– – 0.02% 65
2024
Q2 		$32.4K Hold
135
– – 0.02% 65
2024
Q1 		$33.9K Hold
135
– – 0.02% 71
2023
Q4 		$31.6K Sell
135
-284
-68% -$66.2K 0.02% 61
2023
Q3 		$101K Sell
419
-67
-14% -$16.3K 0.08% 46
2023
Q2 		$107K Sell
486
-144
-23% -$31K 0.08% 46
2023
Q1 		$141K Hold
630
– – 0.11% 44
2022
Q4 		$151K Buy
+630
New +$155K 0.13% 45

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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Intelligent Financial Strategies's ADP Position: Q4 2024 in Review

Intelligent Financial Strategies sold out of Automatic Data Processing (ADP) in Q4 2024, closing a stake of 135 shares — an estimated $39.9K sold.

Intelligent Financial Strategies first reported a position in ADP in Q4 2022 and held it in 8 quarters. The position peaked at $151K in Q4 2022. 2,414 funds tracked by Wall St. Rank hold ADP as of Q4 2024.

  • Intelligent Financial Strategies reported no remaining Automatic Data Processing position as of Q4 2024 after selling out during the quarter.
  • Intelligent Financial Strategies sold 135 Automatic Data Processing shares in Q4 2024, an estimated $39.9K.
  • Intelligent Financial Strategies first reported a position in Automatic Data Processing in Q4 2022 and held it in 8 quarters.
  • Intelligent Financial Strategies's Automatic Data Processing position peaked at $151K in Q4 2022.
  • 2,414 funds tracked by Wall St. Rank held Automatic Data Processing as of Q4 2024.

Based on Intelligent Financial Strategies's 13F filing for Q4 2024, filed 31 Jan 2025.