NWWA
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New Wave Wealth Advisors’s Automatic Data Processing ADP Stock Holding History

New Wave Wealth 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
2025
Q1 		– Sell
-33
Closed -$9.56K – 144
2024
Q4 		$9.56K Buy
+33
New +$9.75K ﹤0.01% 360

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 $3.38T AUM 44.17% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

New Wave Wealth Advisors's ADP Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of Automatic Data Processing (ADP) in Q1 2025, closing a stake of 33 shares — an estimated $9.56K sold.

New Wave Wealth Advisors first reported a position in ADP in Q4 2024 and held it in 1 quarter. The position peaked at $9.56K in Q4 2024. 2,462 funds tracked by Wall St. Rank hold ADP as of Q1 2025.

  • New Wave Wealth Advisors reported no remaining Automatic Data Processing position as of Q1 2025 after selling out during the quarter.
  • New Wave Wealth Advisors sold 33 Automatic Data Processing shares in Q1 2025, an estimated $9.56K.
  • New Wave Wealth Advisors first reported a position in Automatic Data Processing in Q4 2024 and held it in 1 quarter.
  • New Wave Wealth Advisors's Automatic Data Processing position peaked at $9.56K in Q4 2024.
  • 2,462 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.