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VisionPoint Advisory Group’s Automatic Data Processing ADP Stock Holding History

VisionPoint Advisory Group’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
-41
Closed -$9.79K – 255
2024
Q2 		$9.79K Hold
41
– – ﹤0.01% 499
2024
Q1 		$10.2K Sell
41
-16
-28% -$3.91K ﹤0.01% 467
2023
Q4 		$13.1K Sell
57
-180
-76% -$41.9K ﹤0.01% 394
2023
Q3 		$57K Buy
237
+181
+323% +$44.1K 0.02% 238
2023
Q2 		$12.3K Buy
+56
New +$12.1K 0.01% 374
2022
Q1 		– Sell
-6,943
Closed -$1.43M – 91
2021
Q4 		$1.43M Buy
6,943
+408
+6% +$92.4K 0.63% 37
2021
Q3 		$1.5M Sell
6,535
-2,047
-24% -$422K 0.67% 34
2021
Q2 		$1.71M Sell
8,582
-3,166
-27% -$615K 0.76% 37
2021
Q1 		$2.21M Sell
11,748
-1,288
-10% -$224K 1.06% 31
2020
Q4 		$2.3M Buy
13,036
+11,499
+748% +$1.89M 1.16% 15
2020
Q3 		$214K Sell
1,537
-264
-15% -$37K 0.09% 119
2020
Q2 		$262K Buy
1,801
+67
+4% +$9.6K 0.11% 94
2020
Q1 		$237K Buy
+1,734
New +$279K 0.11% 98

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VisionPoint Advisory Group's ADP Position: Q3 2024 in Review

VisionPoint Advisory Group sold out of Automatic Data Processing (ADP) in Q3 2024, closing a stake of 41 shares — an estimated $9.79K sold.

VisionPoint Advisory Group first reported a position in ADP in Q1 2020 and held it in 13 quarters. The position peaked at $2.3M in Q4 2020. 2,232 funds tracked by Wall St. Rank hold ADP as of Q3 2024.

  • VisionPoint Advisory Group reported no remaining Automatic Data Processing position as of Q3 2024 after selling out during the quarter.
  • VisionPoint Advisory Group sold 41 Automatic Data Processing shares in Q3 2024, an estimated $9.79K.
  • VisionPoint Advisory Group first reported a position in Automatic Data Processing in Q1 2020 and held it in 13 quarters.
  • VisionPoint Advisory Group's Automatic Data Processing position peaked at $2.3M in Q4 2020.
  • 2,232 funds tracked by Wall St. Rank held Automatic Data Processing as of Q3 2024.

Based on VisionPoint Advisory Group's 13F filing for Q3 2024, filed 15 Oct 2024.