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TRUE Private Wealth Advisors’s Automatic Data Processing ADP Stock Holding History

TRUE Private 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
2024
Q3 		– Sell
-2,458
Closed -$587K – 217
2024
Q2 		$587K Buy
2,458
+143
+6% +$35.1K 0.07% 139
2024
Q1 		$578K Buy
2,315
+118
+5% +$28.8K 0.07% 149
2023
Q4 		$512K Buy
2,197
+447
+26% +$104K 0.06% 155
2023
Q3 		$421K Buy
1,750
+234
+15% +$57.1K 0.06% 161
2023
Q2 		$333K Buy
1,516
+257
+20% +$55.4K 0.05% 161
2023
Q1 		$280K Buy
1,259
+2
+0.2% +$451 0.04% 182
2022
Q4 		$300K Buy
+1,257
New +$309K 0.05% 163
2022
Q2 		– Sell
-1,021
Closed -$233K – 231
2022
Q1 		$233K Buy
1,021
+14
+1% +$3K 0.03% 213
2021
Q4 		$248K Sell
1,007
-95
-9% -$21.5K 0.04% 224
2021
Q3 		$221K Hold
1,102
– – 0.03% 218
2021
Q2 		$219K Buy
+1,102
New +$214K 0.03% 214
2021
Q1 		– Sell
-763
Closed -$135K – 241
2020
Q4 		$135K Buy
763
+82
+12% +$13.5K 0.02% 238
2020
Q3 		$95K Buy
681
+118
+21% +$16.5K 0.02% 255
2020
Q2 		$84K Hold
563
– – 0.02% 257
2020
Q1 		$77K Hold
563
– – 0.02% 240
2019
Q4 		$96K Buy
+563
New +$93.2K 0.01% 295
2019
Q3 		– Sell
-621
Closed -$103K – 216
2019
Q2 		$103K Buy
+621
New +$101K 0.02% 258
2018
Q4 		– Sell
-1,513
Closed -$229K – 235
2018
Q3 		$229K Buy
+1,513
New +$214K 0.03% 246
2018
Q1 		– Sell
-1,805
Closed -$212K – 228
2017
Q4 		$212K Buy
+1,805
New +$206K 0.04% 207

Other funds holding ADP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

TRUE Private Wealth Advisors's ADP Position: Q3 2024 in Review

TRUE Private Wealth Advisors sold out of Automatic Data Processing (ADP) in Q3 2024, closing a stake of 2,458 shares — an estimated $587K sold.

TRUE Private Wealth Advisors first reported a position in ADP in Q4 2017 and held it in 19 quarters. The position peaked at $587K in Q2 2024. 2,235 funds tracked by Wall St. Rank hold ADP as of Q3 2024.

  • TRUE Private Wealth Advisors reported no remaining Automatic Data Processing position as of Q3 2024 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 2,458 Automatic Data Processing shares in Q3 2024, an estimated $587K.
  • TRUE Private Wealth Advisors first reported a position in Automatic Data Processing in Q4 2017 and held it in 19 quarters.
  • TRUE Private Wealth Advisors's Automatic Data Processing position peaked at $587K in Q2 2024.
  • 2,235 funds tracked by Wall St. Rank held Automatic Data Processing as of Q3 2024.

Based on TRUE Private Wealth Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.