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

Phoenix 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
2022
Q4 		– Sell
-991
Closed -$224K – 109
2022
Q3 		$224K Hold
991
– – 0.22% 99
2022
Q2 		$208K Hold
991
– – 0.21% 105
2022
Q1 		$236K Hold
991
– – 0.24% 84
2021
Q4 		$244K Hold
991
– – 0.18% 107
2021
Q3 		$198K Hold
991
– – 0.15% 114
2021
Q2 		$199K Sell
991
-250
-20% -$48.6K 0.14% 119
2021
Q1 		$235K Buy
1,241
+39
+3% +$6.77K 0.18% 102
2020
Q4 		$212K Buy
+1,202
New +$197K 0.16% 108

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

Phoenix Wealth Advisors's ADP Position: Q4 2022 in Review

Phoenix Wealth Advisors sold out of Automatic Data Processing (ADP) in Q4 2022, closing a stake of 991 shares — an estimated $224K sold.

Phoenix Wealth Advisors first reported a position in ADP in Q4 2020 and held it in 8 quarters. The position peaked at $244K in Q4 2021. 2,056 funds tracked by Wall St. Rank hold ADP as of Q4 2022.

  • Phoenix Wealth Advisors reported no remaining Automatic Data Processing position as of Q4 2022 after selling out during the quarter.
  • Phoenix Wealth Advisors sold 991 Automatic Data Processing shares in Q4 2022, an estimated $224K.
  • Phoenix Wealth Advisors first reported a position in Automatic Data Processing in Q4 2020 and held it in 8 quarters.
  • Phoenix Wealth Advisors's Automatic Data Processing position peaked at $244K in Q4 2021.
  • 2,056 funds tracked by Wall St. Rank held Automatic Data Processing as of Q4 2022.

Based on Phoenix Wealth Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.