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

Sutton 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
2023
Q3 		$2.65M Buy
11,015
+21
+0.2% +$5.12K 1.3% 19
2023
Q2 		$2.42M Sell
10,994
-918
-8% -$198K 1.17% 19
2023
Q1 		$2.65M Sell
11,912
-434
-4% -$97.9K 1.42% 17
2022
Q4 		$2.95M Hold
12,346
– – 1.12% 19
2022
Q3 		$2.79M Buy
12,346
+33
+0.3% +$7.79K 1.14% 17
2022
Q2 		$2.59M Buy
12,313
+10
+0.1% +$2.19K 1.03% 19
2022
Q1 		$2.8M Buy
12,303
+6
+0% +$1.28K 0.96% 22
2021
Q4 		$3.03M Buy
12,297
+1
+0% +$226 1.01% 23
2021
Q3 		$2.46M Buy
12,296
+3
+0% +$618 0.91% 26
2021
Q2 		$2.44M Hold
12,293
– – 0.89% 23
2021
Q1 		$2.32M Sell
12,293
-121
-1% -$21K 0.91% 23
2020
Q4 		$2.19M Buy
12,414
+20
+0.2% +$3.29K 0.93% 23
2020
Q3 		$1.73M Sell
12,394
-4
-0% -$561 0.84% 25
2020
Q2 		$1.85M Buy
12,398
+58
+0.5% +$8.31K 0.97% 21
2020
Q1 		$1.69M Buy
12,340
+18
+0.1% +$2.9K 1.06% 16
2019
Q4 		$2.1M Hold
12,322
– – 1.08% 16
2019
Q3 		$1.99M Hold
12,322
– – 1.11% 15
2019
Q2 		$2.04M Sell
12,322
-66
-0.5% -$10.7K 1.17% 15
2019
Q1 		$1.98M Buy
12,388
+4
+0% +$581 1.16% 16
2018
Q4 		$1.62M Buy
12,384
+10,000
+419% +$1.41M 1.05% 17
2018
Q3 		$359K Hold
2,384
– – 0.24% 75
2018
Q2 		$320K Buy
2,384
+91
+4% +$11.5K 0.22% 75
2018
Q1 		$260K Buy
2,293
+400
+21% +$46.6K 0.19% 94
2017
Q4 		$222K Hold
1,893
– – 0.16% 117
2017
Q3 		$207K Hold
1,893
– – 0.16% 111
2017
Q2 		$194K Buy
1,893
+1,691
+837% +$171K 0.15% 116
2017
Q1 		$20.7K Hold
202
– – 0.02% 507
2016
Q4 		$20.8K Hold
202
– – 0.02% 483
2016
Q3 		$17.8K Hold
202
– – 0.02% 495
2016
Q2 		$18.6K Hold
202
– – 0.02% 464
2016
Q1 		$18.1K Buy
+202
New +$16.9K 0.02% 464

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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Sutton Wealth Advisors's ADP Position: Q3 2023 in Review

Sutton Wealth Advisors increased its Automatic Data Processing (ADP) stake by 0.19% in Q3 2023, buying an estimated $5.12K and bringing the position to 11,015 shares worth $2.65M. The position accounts for 1.3% of the portfolio, ranked #19.

Sutton Wealth Advisors first reported a position in ADP in Q1 2016 and has held it in 31 quarters since. The position peaked at $3.03M in Q4 2021. 2,022 funds tracked by Wall St. Rank hold ADP as of Q3 2023.

  • Sutton Wealth Advisors held 11,015 shares of Automatic Data Processing worth $2.65M as of Q3 2023.
  • Sutton Wealth Advisors bought 21 Automatic Data Processing shares in Q3 2023, an estimated $5.12K.
  • Automatic Data Processing made up 1.3% of Sutton Wealth Advisors's portfolio in Q3 2023, its #19 holding.
  • Sutton Wealth Advisors first reported a position in Automatic Data Processing in Q1 2016 and has held it in 31 quarters since.
  • Sutton Wealth Advisors's Automatic Data Processing position peaked at $3.03M in Q4 2021.
  • 2,022 funds tracked by Wall St. Rank held Automatic Data Processing as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.