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TrinityPoint Wealth’s Automatic Data Processing ADP Stock Holding History

TrinityPoint Wealth’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
Q4 		$1.85M Buy
6,323
+24
+0.4% +$7.09K 0.26% 90
2024
Q3 		$1.74M Buy
6,299
+5
+0.1% +$1.31K 0.25% 100
2024
Q2 		$1.5M Sell
6,294
-2
-0% -$491 0.23% 105
2024
Q1 		$1.57M Sell
6,296
-7
-0.1% -$1.71K 0.26% 95
2023
Q4 		$1.47M Sell
6,303
-24
-0.4% -$5.59K 0.27% 94
2023
Q3 		$1.52M Buy
6,327
+8
+0.1% +$1.95K 0.3% 89
2023
Q2 		$1.39M Buy
6,319
+29
+0.5% +$6.25K 0.27% 98
2023
Q1 		$1.4M Sell
6,290
-6
-0.1% -$1.35K 0.3% 90
2022
Q4 		$1.5M Buy
6,296
+167
+3% +$41K 0.34% 74
2022
Q3 		$1.39M Buy
6,129
+140
+2% +$33K 0.32% 84
2022
Q2 		$1.26M Buy
5,989
+30
+0.5% +$6.57K 0.28% 84
2022
Q1 		$1.36M Sell
5,959
-758
-11% -$162K 0.25% 87
2021
Q4 		$1.66M Sell
6,717
-34
-0.5% -$7.7K 0.29% 78
2021
Q3 		$1.35M Buy
6,751
+3,024
+81% +$623K 0.26% 86
2021
Q2 		$740K Buy
3,727
+55
+1% +$10.7K 0.15% 130
2021
Q1 		$692K Sell
3,672
-43
-1% -$7.46K 0.16% 127
2020
Q4 		$611K Sell
3,715
-89
-2% -$14.6K 0.15% 126
2020
Q3 		$531K Buy
3,804
+58
+2% +$8.13K 0.15% 133
2020
Q2 		$558K Buy
3,746
+24
+0.6% +$3.44K 0.18% 120
2020
Q1 		$509K Buy
3,722
+201
+6% +$32.4K 0.2% 120
2019
Q4 		$600K Buy
3,521
+113
+3% +$18.7K 0.2% 121
2019
Q3 		$552K Buy
3,408
+253
+8% +$41.8K 0.19% 123
2019
Q2 		$528K Buy
3,155
+48
+2% +$7.8K 0.25% 97
2019
Q1 		$496K Buy
3,107
+242
+8% +$35.2K 0.24% 100
2018
Q4 		$376K Buy
+2,865
New +$404K 0.23% 105

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TrinityPoint Wealth's ADP Position: Q4 2024 in Review

TrinityPoint Wealth increased its Automatic Data Processing (ADP) stake by 0.38% in Q4 2024, buying an estimated $7.09K and bringing the position to 6,323 shares worth $1.85M. The position accounts for 0.26% of the portfolio, ranked #90.

TrinityPoint Wealth first reported a position in ADP in Q4 2018 and has held it in 25 quarters since. 2,413 funds tracked by Wall St. Rank hold ADP as of Q4 2024.

  • TrinityPoint Wealth held 6,323 shares of Automatic Data Processing worth $1.85M as of Q4 2024.
  • TrinityPoint Wealth bought 24 Automatic Data Processing shares in Q4 2024, an estimated $7.09K.
  • Automatic Data Processing made up 0.26% of TrinityPoint Wealth's portfolio in Q4 2024, its #90 holding.
  • TrinityPoint Wealth first reported a position in Automatic Data Processing in Q4 2018 and has held it in 25 quarters since.
  • 2,413 funds tracked by Wall St. Rank held Automatic Data Processing as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.