Mosaic Family Wealth Partners’s Automatic Data Processing ADP Stock Holding History

Mosaic Family 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
2024 Q2	–	Sell	-1,526	Closed	-$381K	–	193
2024 Q1	$381K	Sell	1,526 -40	-3%	-$9.77K	0.06%	141
2023 Q4	$365K	Buy	1,566 +40	+3%	+$9.32K	0.06%	129
2023 Q3	$367K	Hold	1,526	–	–	0.07%	124
2023 Q2	$335K	Sell	1,526 -2	-0.1%	-$431	0.07%	131
2023 Q1	$340K	Buy	1,528 +2	+0.1%	+$451	0.07%	127
2022 Q4	$365K	Buy	+1,526	New	+$375K	0.1%	122

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 $544B AUM 28.31% 1-Year Est. Return

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Mosaic Family Wealth Partners's ADP Position: Q2 2024 in Review

Mosaic Family Wealth Partners sold out of Automatic Data Processing (ADP) in Q2 2024, closing a stake of 1,526 shares — an estimated $381K sold.

Mosaic Family Wealth Partners first reported a position in ADP in Q4 2022 and held it in 6 quarters. The position peaked at $381K in Q1 2024. 2,166 funds tracked by Wall St. Rank hold ADP as of Q2 2024.

Mosaic Family Wealth Partners reported no remaining Automatic Data Processing position as of Q2 2024 after selling out during the quarter.
Mosaic Family Wealth Partners sold 1,526 Automatic Data Processing shares in Q2 2024, an estimated $381K.
Mosaic Family Wealth Partners first reported a position in Automatic Data Processing in Q4 2022 and held it in 6 quarters.
Mosaic Family Wealth Partners's Automatic Data Processing position peaked at $381K in Q1 2024.
2,166 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2024.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2024, filed 6 Aug 2024.