Tru Independence Asset Management 2’s Automatic Data Processing ADP Stock Holding History

Tru Independence Asset Management 2’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
2022 Q3	$207K	Buy	+915	New	+$216K	0.22%	61
2022 Q2	–	Sell	-907	Closed	-$206K	–	69
2022 Q1	$206K	Sell	907 -51	-5%	-$10.9K	0.12%	94
2021 Q4	$236K	Buy	+958	New	+$217K	0.13%	115
2021 Q1	–	Sell	-1,250	Closed	-$220K	–	108
2020 Q4	$220K	Buy	+1,250	New	+$205K	0.19%	90

Other funds holding ADP

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Tru Independence Asset Management 2's ADP Position: Q3 2022 in Review

Tru Independence Asset Management 2 opened a new position in Automatic Data Processing (ADP) in Q3 2022: 915 shares worth $207K. The stake represents 0.22% of the portfolio and ranks #61 among its holdings. This is a return to the name: Tru Independence Asset Management 2 previously reported a position in ADP as recently as Q1 2022.

Tru Independence Asset Management 2 first reported a position in ADP in Q4 2020 and has held it in 4 quarters since. The position peaked at $236K in Q4 2021. 1,968 funds tracked by Wall St. Rank hold ADP as of Q3 2022.

Tru Independence Asset Management 2 held 915 shares of Automatic Data Processing worth $207K as of Q3 2022.
Automatic Data Processing was a new Tru Independence Asset Management 2 position in Q3 2022.
Automatic Data Processing made up 0.22% of Tru Independence Asset Management 2's portfolio in Q3 2022, its #61 holding.
Tru Independence Asset Management 2 first reported a position in Automatic Data Processing in Q4 2020 and has held it in 4 quarters since.
Tru Independence Asset Management 2's Automatic Data Processing position peaked at $236K in Q4 2021.
1,968 funds tracked by Wall St. Rank held Automatic Data Processing as of Q3 2022.

Based on Tru Independence Asset Management 2's 13F filing for Q3 2022, filed 31 Oct 2022.