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One Wealth Advisors’s Automatic Data Processing ADP Stock Holding History

One 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
2023
Q1 		– Sell
-248
Closed -$59.3K – 207
2022
Q4 		$59.3K Buy
+248
New +$60.9K 0.01% 378
2020
Q2 		– Sell
-1,557
Closed -$213K – 85
2020
Q1 		$213K Sell
1,557
-225
-13% -$36.3K 0.21% 75
2019
Q4 		$304K Buy
1,782
+277
+18% +$45.9K 0.22% 71
2019
Q3 		$243K Sell
1,505
-244
-14% -$40.3K 0.21% 80
2019
Q2 		$289K Sell
1,749
-20
-1% -$3.25K 0.24% 74
2019
Q1 		$283K Buy
+1,769
New +$257K 0.23% 76

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

One Wealth Advisors's ADP Position: Q1 2023 in Review

One Wealth Advisors sold out of Automatic Data Processing (ADP) in Q1 2023, closing a stake of 248 shares — an estimated $59.3K sold.

One Wealth Advisors first reported a position in ADP in Q1 2019 and held it in 6 quarters. The position peaked at $304K in Q4 2019. 1,966 funds tracked by Wall St. Rank hold ADP as of Q1 2023.

  • One Wealth Advisors reported no remaining Automatic Data Processing position as of Q1 2023 after selling out during the quarter.
  • One Wealth Advisors sold 248 Automatic Data Processing shares in Q1 2023, an estimated $59.3K.
  • One Wealth Advisors first reported a position in Automatic Data Processing in Q1 2019 and held it in 6 quarters.
  • One Wealth Advisors's Automatic Data Processing position peaked at $304K in Q4 2019.
  • 1,966 funds tracked by Wall St. Rank held Automatic Data Processing as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.