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YorkBridge Wealth Partners’s Automatic Data Processing ADP Stock Holding History

YorkBridge Wealth Partners’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
Q4 		$984K Sell
4,121
-79
-2% -$19.4K 0.25% 87
2022
Q3 		$950K Sell
4,200
-12
-0.3% -$2.83K 0.25% 86
2022
Q2 		$885K Sell
4,212
-30
-0.7% -$6.57K 0.23% 88
2022
Q1 		$965K Hold
4,242
– – 0.21% 86
2021
Q4 		$1.05M Sell
4,242
-100
-2% -$22.6K 0.23% 82
2021
Q3 		$868K Sell
4,342
-77
-2% -$15.9K 0.22% 90
2021
Q2 		$878K Hold
4,419
– – 0.23% 84
2021
Q1 		$833K Sell
4,419
-538
-11% -$93.4K 0.25% 79
2020
Q4 		$873K Sell
4,957
-534
-10% -$87.7K 0.29% 72
2020
Q3 		$766K Sell
5,491
-12,654
-70% -$1.77M 0.32% 70
2020
Q2 		$2.7M Buy
18,145
+1,896
+12% +$272K 1.24% 18
2020
Q1 		$2.22M Sell
16,249
-594
-4% -$95.7K 1.37% 19
2019
Q4 		$2.87M Sell
16,843
-46
-0.3% -$7.62K 1.32% 19
2019
Q3 		$2.73M Buy
16,889
+168
+1% +$27.7K 1.37% 17
2019
Q2 		$2.76M Sell
16,721
-2,400
-13% -$390K 1.23% 14
2019
Q1 		$3.05M Sell
19,121
-1,635
-8% -$238K 1.41% 11
2018
Q4 		$2.72M Buy
20,756
+105
+0.5% +$14.8K 1.44% 11
2018
Q3 		$3.11M Sell
20,651
-436
-2% -$61.7K 1.42% 11
2018
Q2 		$2.83M Buy
21,087
+1,765
+9% +$224K 1.24% 17
2018
Q1 		$2.23M Buy
19,322
+492
+3% +$57.4K 1.03% 21
2017
Q4 		$2.15M Sell
18,830
-97
-0.5% -$11.1K 1.04% 18
2017
Q3 		$2.07M Sell
18,927
-1,273
-6% -$136K 1.07% 18
2017
Q2 		$2.07M Sell
20,200
-249
-1% -$25.2K 1.1% 18
2017
Q1 		$2.13M Buy
20,449
+1,405
+7% +$143K 1.11% 17
2016
Q4 		$1.85M Buy
+19,044
New +$1.78M 1.09% 20

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

YorkBridge Wealth Partners's ADP Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its Automatic Data Processing (ADP) stake by 1.9% in Q4 2022, selling an estimated $19.4K and leaving 4,121 shares worth $984K. The position accounts for 0.25% of the portfolio, ranked #87.

YorkBridge Wealth Partners first reported a position in ADP in Q4 2016 and has held it in 25 quarters since. The position peaked at $3.11M in Q3 2018. 2,056 funds tracked by Wall St. Rank hold ADP as of Q4 2022.

  • YorkBridge Wealth Partners held 4,121 shares of Automatic Data Processing worth $984K as of Q4 2022.
  • YorkBridge Wealth Partners sold 79 Automatic Data Processing shares in Q4 2022, an estimated $19.4K.
  • Automatic Data Processing made up 0.25% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #87 holding.
  • YorkBridge Wealth Partners first reported a position in Automatic Data Processing in Q4 2016 and has held it in 25 quarters since.
  • YorkBridge Wealth Partners's Automatic Data Processing position peaked at $3.11M in Q3 2018.
  • 2,056 funds tracked by Wall St. Rank held Automatic Data Processing as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.