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Shorepoint Capital Partners’s Automatic Data Processing ADP Stock Holding History

Shorepoint Capital Partners’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
Q2 		– Sell
-1,145
Closed -$255K – 107
2023
Q1 		$255K Hold
1,145
– – 0.07% 107
2022
Q4 		$273K Buy
+1,145
New +$281K 0.08% 124

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Shorepoint Capital Partners's ADP Position: Q2 2023 in Review

Shorepoint Capital Partners sold out of Automatic Data Processing (ADP) in Q2 2023, closing a stake of 1,145 shares — an estimated $255K sold.

Shorepoint Capital Partners first reported a position in ADP in Q4 2022 and held it in 2 quarters. The position peaked at $273K in Q4 2022. 1,982 funds tracked by Wall St. Rank hold ADP as of Q2 2023.

  • Shorepoint Capital Partners reported no remaining Automatic Data Processing position as of Q2 2023 after selling out during the quarter.
  • Shorepoint Capital Partners sold 1,145 Automatic Data Processing shares in Q2 2023, an estimated $255K.
  • Shorepoint Capital Partners first reported a position in Automatic Data Processing in Q4 2022 and held it in 2 quarters.
  • Shorepoint Capital Partners's Automatic Data Processing position peaked at $273K in Q4 2022.
  • 1,982 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2023.

Based on Shorepoint Capital Partners's 13F filing for Q2 2023, filed 14 Aug 2023.