PAG
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Paladin Advisory Group’s Automatic Data Processing ADP Stock Holding History

Paladin Advisory Group’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
-56
Closed -$13.4K – 274
2022
Q4 		$13.4K Hold
56
– – 0.01% 209
2022
Q3 		$12K Hold
56
– – 0.01% 216
2022
Q2 		$11K Buy
+56
New +$12.3K 0.01% 220
2022
Q1 		– Sell
-56
Closed -$13K – 283
2021
Q4 		$13K Buy
+56
New +$12.7K 0.01% 226

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Paladin Advisory Group's ADP Position: Q4 2023 in Review

Paladin Advisory Group sold out of Automatic Data Processing (ADP) in Q4 2023, closing a stake of 56 shares — an estimated $13.5K sold.

Paladin Advisory Group first reported a position in ADP in Q1 2022 and held it in 4 quarters. The position peaked at $13.5K in Q3 2023. 2,121 funds tracked by Wall St. Rank hold ADP as of Q4 2023.

  • Paladin Advisory Group reported no remaining Automatic Data Processing position as of Q4 2023 after selling out during the quarter.
  • Paladin Advisory Group sold 56 Automatic Data Processing shares in Q4 2023, an estimated $13.5K.
  • Paladin Advisory Group first reported a position in Automatic Data Processing in Q1 2022 and held it in 4 quarters.
  • Paladin Advisory Group's Automatic Data Processing position peaked at $13.5K in Q3 2023.
  • 2,121 funds tracked by Wall St. Rank held Automatic Data Processing as of Q4 2023.

Based on Paladin Advisory Group's 13F filing for Q4 2023, filed 31 Jan 2024.