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Keystone Wealth Services’s Automatic Data Processing ADP Stock Holding History

Keystone Wealth Services’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
-771
Closed -$213K – 258
2024
Q3 		$213K Buy
+771
New +$202K 0.06% 242
2023
Q1 		– Sell
-844
Closed -$202K – 192
2022
Q4 		$202K Buy
+844
New +$207K 0.09% 181
2022
Q1 		– Sell
-820
Closed -$202K – 180
2021
Q4 		$202K Buy
+820
New +$186K 0.08% 164

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 $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Keystone Wealth Services's ADP Position: Q4 2024 in Review

Keystone Wealth Services sold out of Automatic Data Processing (ADP) in Q4 2024, closing a stake of 771 shares — an estimated $213K sold.

Keystone Wealth Services first reported a position in ADP in Q4 2021 and held it in 3 quarters. The position peaked at $213K in Q3 2024. 2,418 funds tracked by Wall St. Rank hold ADP as of Q4 2024.

  • Keystone Wealth Services reported no remaining Automatic Data Processing position as of Q4 2024 after selling out during the quarter.
  • Keystone Wealth Services sold 771 Automatic Data Processing shares in Q4 2024, an estimated $213K.
  • Keystone Wealth Services first reported a position in Automatic Data Processing in Q4 2021 and held it in 3 quarters.
  • Keystone Wealth Services's Automatic Data Processing position peaked at $213K in Q3 2024.
  • 2,418 funds tracked by Wall St. Rank held Automatic Data Processing as of Q4 2024.

Based on Keystone Wealth Services's 13F filing for Q4 2024, filed 6 Feb 2025.