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Personal Capital Advisors’s Automatic Data Processing ADP Stock Holding History

Personal Capital 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
2022
Q4 		$13.3M Buy
55,853
+1,190
+2% +$292K 0.06% 153
2022
Q3 		$12.4M Buy
54,663
+129
+0.2% +$30.4K 0.07% 146
2022
Q2 		$11.5M Sell
54,534
-598
-1% -$131K 0.06% 156
2022
Q1 		$12.5M Sell
55,132
-8,428
-13% -$1.8M 0.06% 157
2021
Q4 		$15.7M Buy
63,560
+2,102
+3% +$476K 0.07% 139
2021
Q3 		$12.3M Buy
61,458
+1,957
+3% +$403K 0.06% 146
2021
Q2 		$11.8M Buy
59,501
+8,237
+16% +$1.6M 0.06% 149
2021
Q1 		$9.66M Buy
51,264
+8,825
+21% +$1.53M 0.06% 161
2020
Q4 		$7.48M Buy
42,439
+11,432
+37% +$1.88M 0.05% 167
2020
Q3 		$4.33M Buy
31,007
+1,336
+5% +$187K 0.03% 183
2020
Q2 		$4.42M Buy
29,671
+4,520
+18% +$647K 0.04% 169
2020
Q1 		$3.48M Buy
25,151
+4,144
+20% +$668K 0.03% 178
2019
Q4 		$3.58M Buy
21,007
+3,894
+23% +$645K 0.03% 182
2019
Q3 		$2.76M Buy
17,113
+13,202
+338% +$2.18M 0.03% 181
2019
Q2 		$647K Sell
3,911
-42
-1% -$6.82K 0.01% 229
2019
Q1 		$631K Sell
3,953
-862
-18% -$125K 0.01% 229
2018
Q4 		$631K Buy
4,815
+1,373
+40% +$194K 0.01% 217
2018
Q3 		$519K Sell
3,442
-253
-7% -$35.8K 0.01% 223
2018
Q2 		$496K Buy
3,695
+867
+31% +$110K 0.01% 204
2018
Q1 		$321K Sell
2,828
-121
-4% -$14.1K 0.01% 212
2017
Q4 		$346K Buy
2,949
+476
+19% +$54.4K 0.01% 200
2017
Q3 		$270K Buy
2,473
+102
+4% +$10.9K 0.01% 201
2017
Q2 		$243K Buy
2,371
+16
+0.7% +$1.62K 0.01% 200
2017
Q1 		$241K Buy
+2,355
New +$240K 0.01% 192

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
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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Personal Capital Advisors's ADP Position: Q4 2022 in Review

Personal Capital Advisors increased its Automatic Data Processing (ADP) stake by 2.2% in Q4 2022, buying an estimated $292K and bringing the position to 55,853 shares worth $13.3M. The position accounts for 0.06% of the portfolio, ranked #153.

Personal Capital Advisors first reported a position in ADP in Q1 2017 and has held it in 24 quarters since. The position peaked at $15.7M in Q4 2021. 2,056 funds tracked by Wall St. Rank hold ADP as of Q4 2022.

  • Personal Capital Advisors held 55,853 shares of Automatic Data Processing worth $13.3M as of Q4 2022.
  • Personal Capital Advisors bought 1,190 Automatic Data Processing shares in Q4 2022, an estimated $292K.
  • Automatic Data Processing made up 0.06% of Personal Capital Advisors's portfolio in Q4 2022, its #153 holding.
  • Personal Capital Advisors first reported a position in Automatic Data Processing in Q1 2017 and has held it in 24 quarters since.
  • Personal Capital Advisors's Automatic Data Processing position peaked at $15.7M in Q4 2021.
  • 2,056 funds tracked by Wall St. Rank held Automatic Data Processing as of Q4 2022.

Based on Personal Capital Advisors's 13F filing for Q4 2022, filed 15 Feb 2023.