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Northwest Financial Advisors’s Automatic Data Processing ADP Stock Holding History

Northwest Financial 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
2024
Q4 		– Sell
-90
Closed -$24.9K – 120
2024
Q3 		$24.9K Buy
+90
New +$23.5K 0.02% 298
2024
Q1 		– Sell
-90
Closed -$20.9K – 96
2023
Q4 		$20.9K Buy
+90
New +$21K 0.02% 296

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Northwest Financial Advisors's ADP Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Automatic Data Processing (ADP) in Q4 2024, closing a stake of 90 shares — an estimated $24.9K sold.

Northwest Financial Advisors first reported a position in ADP in Q4 2023 and held it in 2 quarters. The position peaked at $24.9K in Q3 2024. 2,413 funds tracked by Wall St. Rank hold ADP as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Automatic Data Processing position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 90 Automatic Data Processing shares in Q4 2024, an estimated $24.9K.
  • Northwest Financial Advisors first reported a position in Automatic Data Processing in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Automatic Data Processing position peaked at $24.9K in Q3 2024.
  • 2,413 funds tracked by Wall St. Rank held Automatic Data Processing as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.