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

Kaizen 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
2022
Q2 		– Sell
-989
Closed -$225K – 121
2022
Q1 		$225K Buy
989
+33
+3% +$7.07K 0.18% 120
2021
Q4 		$236K Buy
+956
New +$216K 0.18% 122

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

Kaizen Financial Strategies's ADP Position: Q2 2022 in Review

Kaizen Financial Strategies sold out of Automatic Data Processing (ADP) in Q2 2022, closing a stake of 989 shares — an estimated $225K sold.

Kaizen Financial Strategies first reported a position in ADP in Q4 2021 and held it in 2 quarters. The position peaked at $236K in Q4 2021. 1,939 funds tracked by Wall St. Rank hold ADP as of Q2 2022.

  • Kaizen Financial Strategies reported no remaining Automatic Data Processing position as of Q2 2022 after selling out during the quarter.
  • Kaizen Financial Strategies sold 989 Automatic Data Processing shares in Q2 2022, an estimated $225K.
  • Kaizen Financial Strategies first reported a position in Automatic Data Processing in Q4 2021 and held it in 2 quarters.
  • Kaizen Financial Strategies's Automatic Data Processing position peaked at $236K in Q4 2021.
  • 1,939 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2022.

Based on Kaizen Financial Strategies's 13F filing for Q2 2022, filed 18 Jul 2022.