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Laurel Wealth Planning’s Automatic Data Processing ADP Stock Holding History

Laurel Wealth Planning’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
2023
Q1 		– Sell
-101
Closed -$24.1K – 64
2022
Q4 		$24.1K Hold
101
– – 0.02% 124
2022
Q3 		$23K Hold
101
– – 0.02% 126
2022
Q2 		$21K Hold
101
– – 0.01% 133
2022
Q1 		$23K Hold
101
– – 0.02% 154
2021
Q4 		$25K Hold
101
– – 0.02% 108
2021
Q3 		$20K Buy
+101
New +$20.8K 0.02% 109

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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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

Laurel Wealth Planning's ADP Position: Q1 2023 in Review

Laurel Wealth Planning sold out of Automatic Data Processing (ADP) in Q1 2023, closing a stake of 101 shares — an estimated $24.1K sold.

Laurel Wealth Planning first reported a position in ADP in Q3 2021 and held it in 6 quarters. The position peaked at $25K in Q4 2021. 1,966 funds tracked by Wall St. Rank hold ADP as of Q1 2023.

  • Laurel Wealth Planning reported no remaining Automatic Data Processing position as of Q1 2023 after selling out during the quarter.
  • Laurel Wealth Planning sold 101 Automatic Data Processing shares in Q1 2023, an estimated $24.1K.
  • Laurel Wealth Planning first reported a position in Automatic Data Processing in Q3 2021 and held it in 6 quarters.
  • Laurel Wealth Planning's Automatic Data Processing position peaked at $25K in Q4 2021.
  • 1,966 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.