SYSTM Wealth Solutions’s Automatic Data Processing ADP Stock Holding History

SYSTM Wealth Solutions’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
2024 Q3	$153K	Sell	550 -31,812	-98%	-$8.32M	4.64%	4
2024 Q2	$7.74M	Sell	32,362 -5,344	-14%	-$1.31M	1.73%	6
2024 Q1	$9.45M	Buy	37,706 +4,719	+14%	+$1.15M	1.19%	9
2023 Q4	$7.71M	Buy	32,987 +1,434	+5%	+$334K	1.07%	11
2023 Q3	$7.59M	Sell	31,553 -82	-0.3%	-$20K	1.17%	11
2023 Q2	$6.95M	Buy	31,635 +17,899	+130%	+$3.86M	0.94%	16
2023 Q1	$3.06M	Sell	13,736 -3,995	-23%	-$901K	0.47%	51
2022 Q4	$4.24M	Buy	+17,731	New	+$4.35M	0.53%	44

Other funds holding ADP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

SYSTM Wealth Solutions's ADP Position: Q3 2024 in Review

SYSTM Wealth Solutions reduced its Automatic Data Processing (ADP) stake by 98% in Q3 2024, selling an estimated $8.32M and leaving 550 shares worth $153K. The position accounts for 4.64% of the portfolio, ranked #4.

SYSTM Wealth Solutions first reported a position in ADP in Q4 2022 and has held it in 8 quarters since. The position peaked at $9.45M in Q1 2024. 2,232 funds tracked by Wall St. Rank hold ADP as of Q3 2024.

SYSTM Wealth Solutions held 550 shares of Automatic Data Processing worth $153K as of Q3 2024.
SYSTM Wealth Solutions sold 31,812 Automatic Data Processing shares in Q3 2024, an estimated $8.32M.
Automatic Data Processing made up 4.64% of SYSTM Wealth Solutions's portfolio in Q3 2024, its #4 holding.
SYSTM Wealth Solutions first reported a position in Automatic Data Processing in Q4 2022 and has held it in 8 quarters since.
SYSTM Wealth Solutions's Automatic Data Processing position peaked at $9.45M in Q1 2024.
2,232 funds tracked by Wall St. Rank held Automatic Data Processing as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.