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Spartan Planning & Wealth Management’s Automatic Data Processing ADP Stock Holding History

Spartan Planning & 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
2023
Q4 		– Sell
-2,069
Closed -$498K – 194
2023
Q3 		$498K Buy
+2,069
New +$504K 0.58% 27
2022
Q4 		$567K Buy
2,375
+986
+71% +$242K 0.71% 21
2022
Q3 		$314K Sell
1,389
-1,125
-45% -$265K 0.41% 21
2022
Q2 		$528K Buy
2,514
+1,450
+136% +$318K 0.7% 15
2022
Q1 		$242K Buy
+1,064
New +$228K 0.3% 48

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

Spartan Planning & Wealth Management's ADP Position: Q4 2023 in Review

Spartan Planning & Wealth Management sold out of Automatic Data Processing (ADP) in Q4 2023, closing a stake of 2,069 shares — an estimated $498K sold.

Spartan Planning & Wealth Management first reported a position in ADP in Q1 2022 and held it in 5 quarters. The position peaked at $567K in Q4 2022. 2,121 funds tracked by Wall St. Rank hold ADP as of Q4 2023.

  • Spartan Planning & Wealth Management reported no remaining Automatic Data Processing position as of Q4 2023 after selling out during the quarter.
  • Spartan Planning & Wealth Management sold 2,069 Automatic Data Processing shares in Q4 2023, an estimated $498K.
  • Spartan Planning & Wealth Management first reported a position in Automatic Data Processing in Q1 2022 and held it in 5 quarters.
  • Spartan Planning & Wealth Management's Automatic Data Processing position peaked at $567K in Q4 2022.
  • 2,121 funds tracked by Wall St. Rank held Automatic Data Processing as of Q4 2023.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2023, filed 12 Mar 2024.