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KWM
Kolinsky Wealth Management’s
Automatic Data Processing
ADP
Stock Holding History
Kolinsky 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
2024
Q4
$353K
Buy
1,205
+158
+15%
+$46.7K
0.22%
101
2024
Q3
$290K
Buy
1,047
+8
+0.8%
+$2.09K
0.19%
122
2024
Q2
$248K
Sell
1,039
-1
-0.1%
-$246
0.18%
124
2024
Q1
$260K
Buy
1,040
+18
+2%
+$4.4K
0.2%
115
2023
Q4
$238K
Sell
1,022
-19
-2%
-$4.43K
0.21%
117
2023
Q3
$250K
Buy
1,041
+13
+1%
+$3.17K
0.25%
98
2023
Q2
$222K
Sell
1,028
-3
-0.3%
-$647
0.21%
116
2023
Q1
$230K
Sell
1,031
-30
-3%
-$6.77K
0.24%
111
2022
Q4
$253K
Sell
1,061
-22
-2%
-$5.4K
0.29%
96
2022
Q3
$245K
Sell
1,083
-73
-6%
-$17.2K
0.31%
89
2022
Q2
$243K
Buy
1,156
+12
+1%
+$2.63K
0.29%
95
2022
Q1
$260K
Buy
1,144
+18
+2%
+$3.85K
0.26%
103
2021
Q4
$278K
Buy
+1,126
New
+$255K
0.26%
101
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$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
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$5.7T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
AllianceBernstein
Nashville, Tennessee
$309B AUM
23.92%
1-Year Est. Return
Koshinski Asset Management
Decatur, Illinois
$1.6B AUM
20.7%
1-Year Est. Return
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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