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Milestone Investment Advisors’s Automatic Data Processing ADP Stock Holding History

Milestone Investment Advisors’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
Q4 		– Sell
-3,821
Closed -$919K – 136
2023
Q3 		$919K Buy
+3,821
New +$932K 0.26% 46
2023
Q2 		– Sell
-3,761
Closed -$837K – 132
2023
Q1 		$837K Buy
+3,761
New +$848K 0.26% 44

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
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Milestone Investment Advisors's ADP Position: Q4 2023 in Review

Milestone Investment Advisors sold out of Automatic Data Processing (ADP) in Q4 2023, closing a stake of 3,821 shares — an estimated $919K sold.

Milestone Investment Advisors first reported a position in ADP in Q1 2023 and held it in 2 quarters. The position peaked at $919K in Q3 2023. 2,124 funds tracked by Wall St. Rank hold ADP as of Q4 2023.

  • Milestone Investment Advisors reported no remaining Automatic Data Processing position as of Q4 2023 after selling out during the quarter.
  • Milestone Investment Advisors sold 3,821 Automatic Data Processing shares in Q4 2023, an estimated $919K.
  • Milestone Investment Advisors first reported a position in Automatic Data Processing in Q1 2023 and held it in 2 quarters.
  • Milestone Investment Advisors's Automatic Data Processing position peaked at $919K in Q3 2023.
  • 2,124 funds tracked by Wall St. Rank held Automatic Data Processing as of Q4 2023.

Based on Milestone Investment Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.