LWAC
ADP icon

Laurel Wealth Advisors (California)’s Automatic Data Processing ADP Stock Holding History

Laurel Wealth Advisors (California)’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
Q4 		$1.35M Hold
5,660
– – 0.13% 172
2022
Q3 		$1.28M Sell
5,660
-21
-0.4% -$4.95K 0.14% 164
2022
Q2 		$1.19M Sell
5,681
-449
-7% -$98.4K 0.12% 191
2022
Q1 		$1.4M Buy
6,130
+19
+0.3% +$4.07K 0.12% 190
2021
Q4 		$1.51M Buy
6,111
+799
+15% +$181K 0.12% 176
2021
Q3 		$1.06M Sell
5,312
-293
-5% -$60.4K 0.2% 125
2021
Q2 		$1.11M Sell
5,605
-34
-0.6% -$6.61K 0.14% 160
2021
Q1 		$1.06M Sell
5,639
-102
-2% -$17.7K 0.16% 154
2020
Q4 		$1.01M Buy
5,741
+2
+0% +$328 0.15% 155
2020
Q3 		$800K Sell
5,739
-208
-3% -$29.1K 0.13% 169
2020
Q2 		$885K Sell
5,947
-105
-2% -$15K 0.16% 144
2020
Q1 		$827K Sell
6,052
-133
-2% -$21.4K 0.19% 131
2019
Q4 		$1.05M Sell
6,185
-1,694
-22% -$280K 0.18% 149
2019
Q3 		$1.27M Buy
7,879
+2,403
+44% +$397K 0.22% 123
2019
Q2 		$905K Buy
5,476
+199
+4% +$32.3K 0.2% 134
2019
Q1 		$843K Sell
5,277
-69
-1% -$10K 0.21% 131
2018
Q4 		$700K Sell
5,346
-95
-2% -$13.4K 0.21% 122
2018
Q3 		$819K Sell
5,441
-1,039
-16% -$147K 0.2% 122
2018
Q2 		$869K Sell
6,480
-20
-0.3% -$2.54K 0.23% 107
2018
Q1 		$737K Sell
6,500
-184
-3% -$21.5K 0.23% 110
2017
Q4 		$783K Buy
6,684
+4,833
+261% +$553K 0.23% 104
2017
Q3 		$202K Sell
1,851
-230
-11% -$24.6K 0.07% 289
2017
Q2 		$213K Sell
2,081
-262
-11% -$26.5K 0.08% 271
2017
Q1 		$239K Sell
2,343
-70
-3% -$7.14K 0.09% 225
2016
Q4 		$248K Sell
2,413
-591
-20% -$55.1K 0.11% 197
2016
Q3 		$265K Sell
3,004
-124
-4% -$11.2K 0.13% 193
2016
Q2 		$287K Sell
3,128
-104
-3% -$9.18K 0.14% 177
2016
Q1 		$290K Sell
3,232
-75
-2% -$6.29K 0.15% 175
2015
Q4 		$280K Buy
+3,307
New +$285K 0.14% 186

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

Laurel Wealth Advisors (California)'s ADP Position: Q4 2022 in Review

Laurel Wealth Advisors (California) held its Automatic Data Processing (ADP) position steady in Q4 2022 at 5,660 shares worth $1.35M. The position accounts for 0.13% of the portfolio, ranked #172.

Laurel Wealth Advisors (California) first reported a position in ADP in Q4 2015 and has held it in 29 quarters since. The position peaked at $1.51M in Q4 2021. 2,056 funds tracked by Wall St. Rank hold ADP as of Q4 2022.

  • Laurel Wealth Advisors (California) held 5,660 shares of Automatic Data Processing worth $1.35M as of Q4 2022.
  • Laurel Wealth Advisors (California) left its Automatic Data Processing share count unchanged in Q4 2022.
  • Automatic Data Processing made up 0.13% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #172 holding.
  • Laurel Wealth Advisors (California) first reported a position in Automatic Data Processing in Q4 2015 and has held it in 29 quarters since.
  • Laurel Wealth Advisors (California)'s Automatic Data Processing position peaked at $1.51M in Q4 2021.
  • 2,056 funds tracked by Wall St. Rank held Automatic Data Processing as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.