WR Wealth Planners’s Automatic Data Processing ADP Stock Holding History

WR Wealth Planners’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	$110K	Sell	377 -3	-0.8%	-$887	0.04%	219
2024 Q3	$105K	Buy	380 +41	+12%	+$10.7K	0.03%	258
2024 Q2	$80.9K	Sell	339 -10	-3%	-$2.46K	0.02%	270
2024 Q1	$87.2K	Buy	+349	New	+$85.3K	0.03%	270
2023 Q4	–	Sell	-252	Closed	-$60.6K	–	198
2023 Q3	$60.6K	Buy	252 +33	+15%	+$8.05K	0.02%	296
2023 Q2	$48.1K	Hold	219	–	–	0.02%	322
2023 Q1	$48.8K	Buy	219 +200	+1,053%	+$45.1K	0.02%	322
2022 Q4	$4.54K	Hold	19	–	–	﹤0.01%	337
2022 Q3	$4.3K	Sell	19 -175	-90%	-$41.3K	﹤0.01%	325
2022 Q2	$40.8K	Hold	194	–	–	0.03%	188
2022 Q1	$44K	Buy	+194	New	+$41.5K	0.03%	178

Other funds holding ADP

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WR Wealth Planners's ADP Position: Q4 2024 in Review

WR Wealth Planners reduced its Automatic Data Processing (ADP) stake by 0.79% in Q4 2024, selling an estimated $887 and leaving 377 shares worth $110K. The position accounts for 0.04% of the portfolio, ranked #219.

WR Wealth Planners first reported a position in ADP in Q1 2022 and has held it in 11 quarters since. 2,414 funds tracked by Wall St. Rank hold ADP as of Q4 2024.

WR Wealth Planners held 377 shares of Automatic Data Processing worth $110K as of Q4 2024.
WR Wealth Planners sold 3 Automatic Data Processing shares in Q4 2024, an estimated $887.
Automatic Data Processing made up 0.04% of WR Wealth Planners's portfolio in Q4 2024, its #219 holding.
WR Wealth Planners first reported a position in Automatic Data Processing in Q1 2022 and has held it in 11 quarters since.
2,414 funds tracked by Wall St. Rank held Automatic Data Processing as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.