MWP
ADP icon

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

Meredith 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
-869
Closed -$208K – 62
2022
Q4 		$208K Buy
+869
New +$213K 0.18% 59

Other funds holding ADP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Meredith Wealth Planning sold out of Automatic Data Processing (ADP) in Q1 2023, closing a stake of 869 shares — an estimated $208K sold.

Meredith Wealth Planning first reported a position in ADP in Q4 2022 and held it in 1 quarter. The position peaked at $208K in Q4 2022. 1,966 funds tracked by Wall St. Rank hold ADP as of Q1 2023.

  • Meredith Wealth Planning reported no remaining Automatic Data Processing position as of Q1 2023 after selling out during the quarter.
  • Meredith Wealth Planning sold 869 Automatic Data Processing shares in Q1 2023, an estimated $208K.
  • Meredith Wealth Planning first reported a position in Automatic Data Processing in Q4 2022 and held it in 1 quarter.
  • Meredith Wealth Planning's Automatic Data Processing position peaked at $208K in Q4 2022.
  • 1,966 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2023.

Based on Meredith Wealth Planning's 13F filing for Q1 2023, filed 24 Apr 2023.