LWM
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Laidlaw Wealth Management’s Automatic Data Processing ADP Stock Holding History

Laidlaw 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
Q1 		– Sell
-1,214
Closed -$283K – 176
2023
Q4 		$283K Buy
1,214
+234
+24% +$54.5K 0.1% 191
2023
Q3 		$236K Sell
980
-625
-39% -$152K 0.08% 234
2023
Q2 		$353K Sell
1,605
-248
-13% -$53.5K 0.07% 239
2023
Q1 		$413K Sell
1,853
-66
-3% -$14.9K 0.08% 222
2022
Q4 		$458K Buy
1,919
+21
+1% +$5.16K 0.1% 206
2022
Q3 		$429K Buy
1,898
+453
+31% +$107K 0.1% 187
2022
Q2 		$303K Buy
1,445
+95
+7% +$20.8K 0.06% 265
2022
Q1 		$307K Sell
1,350
-176
-12% -$37.7K 0.05% 296
2021
Q4 		$376K Buy
+1,526
New +$345K 0.06% 268
2021
Q3 		– Sell
-1,425
Closed -$283K – 249
2021
Q2 		$283K Buy
+1,425
New +$277K 0.07% 200
2021
Q1 		– Sell
-1,443
Closed -$254K – 218
2020
Q4 		$254K Buy
+1,443
New +$237K 0.05% 294
2020
Q3 		– Sell
-1,457
Closed -$217K – 206
2020
Q2 		$217K Sell
1,457
-20
-1% -$2.86K 0.11% 163
2020
Q1 		$202K Sell
1,477
-98
-6% -$15.8K 0.13% 138
2019
Q4 		$268K Buy
+1,575
New +$261K 0.17% 133

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Laidlaw Wealth Management's ADP Position: Q1 2024 in Review

Laidlaw Wealth Management sold out of Automatic Data Processing (ADP) in Q1 2024, closing a stake of 1,214 shares — an estimated $283K sold.

Laidlaw Wealth Management first reported a position in ADP in Q4 2019 and held it in 14 quarters. The position peaked at $458K in Q4 2022. 2,164 funds tracked by Wall St. Rank hold ADP as of Q1 2024.

  • Laidlaw Wealth Management reported no remaining Automatic Data Processing position as of Q1 2024 after selling out during the quarter.
  • Laidlaw Wealth Management sold 1,214 Automatic Data Processing shares in Q1 2024, an estimated $283K.
  • Laidlaw Wealth Management first reported a position in Automatic Data Processing in Q4 2019 and held it in 14 quarters.
  • Laidlaw Wealth Management's Automatic Data Processing position peaked at $458K in Q4 2022.
  • 2,164 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2024.

Based on Laidlaw Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.