MinichMacGregor Wealth Management’s Automatic Data Processing ADP Stock Holding History

MinichMacGregor Wealth Management’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	-662	Closed	-$158K	–	106
2022 Q4	$158K	Buy	+662	New	+$163K	0.06%	94
2018 Q4	–	Sell	-631	Closed	-$95K	–	97
2018 Q3	$95K	Sell	631 -37	-6%	-$5.23K	0.06%	86
2018 Q2	$90K	Hold	668	–	–	0.06%	87
2018 Q1	$75K	Sell	668 -15	-2%	-$1.75K	0.06%	84
2017 Q4	$80K	Hold	683	–	–	0.06%	78
2017 Q3	$74K	Sell	683 -3	-0.4%	-$321	0.06%	79
2017 Q2	$70K	Hold	686	–	–	0.06%	77
2017 Q1	$70K	Sell	686 -82	-11%	-$8.36K	0.06%	79
2016 Q4	$78K	Sell	768 -7	-0.9%	-$653	0.07%	77
2016 Q3	$68K	Hold	775	–	–	0.06%	87
2016 Q2	$71K	Hold	775	–	–	0.07%	83
2016 Q1	$69K	Buy	775 +14	+2%	+$1.17K	0.07%	86
2015 Q4	$65K	Buy	+761	New	+$65.5K	0.06%	87

Other funds holding ADP

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

MinichMacGregor Wealth Management's ADP Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Automatic Data Processing (ADP) in Q1 2023, closing a stake of 662 shares — an estimated $158K sold.

MinichMacGregor Wealth Management first reported a position in ADP in Q4 2015 and held it in 13 quarters. The position peaked at $158K in Q4 2022. 1,966 funds tracked by Wall St. Rank hold ADP as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Automatic Data Processing position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 662 Automatic Data Processing shares in Q1 2023, an estimated $158K.
MinichMacGregor Wealth Management first reported a position in Automatic Data Processing in Q4 2015 and held it in 13 quarters.
MinichMacGregor Wealth Management's Automatic Data Processing position peaked at $158K in Q4 2022.
1,966 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.