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Wellspring Financial Advisors’s Automatic Data Processing ADP Stock Holding History

Wellspring Financial 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
2022
Q2 		– Sell
-612
Closed -$139K – 104
2022
Q1 		$139K Buy
+612
New +$131K 0.04% 113

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Wellspring Financial Advisors's ADP Position: Q2 2022 in Review

Wellspring Financial Advisors sold out of Automatic Data Processing (ADP) in Q2 2022, closing a stake of 612 shares — an estimated $139K sold.

Wellspring Financial Advisors first reported a position in ADP in Q1 2022 and held it in 1 quarter. The position peaked at $139K in Q1 2022. 1,939 funds tracked by Wall St. Rank hold ADP as of Q2 2022.

  • Wellspring Financial Advisors reported no remaining Automatic Data Processing position as of Q2 2022 after selling out during the quarter.
  • Wellspring Financial Advisors sold 612 Automatic Data Processing shares in Q2 2022, an estimated $139K.
  • Wellspring Financial Advisors first reported a position in Automatic Data Processing in Q1 2022 and held it in 1 quarter.
  • Wellspring Financial Advisors's Automatic Data Processing position peaked at $139K in Q1 2022.
  • 1,939 funds tracked by Wall St. Rank held Automatic Data Processing as of Q2 2022.

Based on Wellspring Financial Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.