Lumature Wealth Partners’s Automatic Data Processing ADP Stock Holding History

Lumature Wealth Partners’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 Q2	$339K	Sell	1,542 -10	-0.6%	-$2.16K	0.2%	92
2023 Q1	$346K	Buy	1,552 +9	+0.6%	+$2.03K	0.19%	85
2022 Q4	$369K	Sell	1,543 -99	-6%	-$24.3K	0.21%	88
2022 Q3	$371K	Buy	1,642 +9	+0.6%	+$2.12K	0.2%	87
2022 Q2	$343K	Sell	1,633 -274	-14%	-$60K	0.15%	103
2022 Q1	$434K	Buy	1,907 +63	+3%	+$13.5K	0.17%	102
2021 Q4	$455K	Buy	1,844 +182	+11%	+$41.2K	0.18%	98
2021 Q3	$332K	Buy	1,662 +250	+18%	+$51.5K	0.14%	112
2021 Q2	$280K	Buy	1,412 +551	+64%	+$107K	0.12%	117
2021 Q1	$162K	Buy	+861	New	+$149K	0.09%	134

Other funds holding ADP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T 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 $609B AUM 40.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lumature Wealth Partners's ADP Position: Q2 2023 in Review

Lumature Wealth Partners reduced its Automatic Data Processing (ADP) stake by 0.64% in Q2 2023, selling an estimated $2.16K and leaving 1,542 shares worth $339K. The position accounts for 0.2% of the portfolio, ranked #92.

Lumature Wealth Partners first reported a position in ADP in Q1 2021 and has held it in 10 quarters since. The position peaked at $455K in Q4 2021. 1,983 funds tracked by Wall St. Rank hold ADP as of Q2 2023.

Lumature Wealth Partners held 1,542 shares of Automatic Data Processing worth $339K as of Q2 2023.
Lumature Wealth Partners sold 10 Automatic Data Processing shares in Q2 2023, an estimated $2.16K.
Automatic Data Processing made up 0.2% of Lumature Wealth Partners's portfolio in Q2 2023, its #92 holding.
Lumature Wealth Partners first reported a position in Automatic Data Processing in Q1 2021 and has held it in 10 quarters since.
Lumature Wealth Partners's Automatic Data Processing position peaked at $455K in Q4 2021.
1,983 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.