Selective Wealth Management’s Automatic Data Processing ADP Stock Holding History

Selective Wealth Management’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	-316	Closed	-$71K	–	138
2022 Q3	$71K	Buy	316 +16	+5%	+$3.77K	0.03%	253
2022 Q2	$63K	Hold	300	–	–	0.02%	282
2022 Q1	$68K	Hold	300	–	–	0.02%	254
2021 Q4	$74K	Hold	300	–	–	0.03%	228
2021 Q3	$60K	Hold	300	–	–	0.03%	237
2021 Q2	$60K	Buy	300 +200	+200%	+$38.9K	0.05%	172
2021 Q1	$19K	Hold	100	–	–	0.02%	193
2020 Q4	$18K	Buy	+100	New	+$16.4K	0.01%	193

Other funds holding ADP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Selective Wealth Management's ADP Position: Q4 2022 in Review

Selective Wealth Management sold out of Automatic Data Processing (ADP) in Q4 2022, closing a stake of 316 shares — an estimated $71K sold.

Selective Wealth Management first reported a position in ADP in Q4 2020 and held it in 8 quarters. The position peaked at $74K in Q4 2021. 2,056 funds tracked by Wall St. Rank hold ADP as of Q4 2022.

Selective Wealth Management reported no remaining Automatic Data Processing position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 316 Automatic Data Processing shares in Q4 2022, an estimated $71K.
Selective Wealth Management first reported a position in Automatic Data Processing in Q4 2020 and held it in 8 quarters.
Selective Wealth Management's Automatic Data Processing position peaked at $74K in Q4 2021.
2,056 funds tracked by Wall St. Rank held Automatic Data Processing as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.