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Ropes Wealth Advisors LLC

SEC CIK
0001641652
Latest filing
Oct 19, 2023

ADP holding history

Automatic Data Processing Inc in every 13F filed by Ropes Wealth Advisors LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

ADP overviewAll 13F holders of ADPFull Q3 2023 holdings

Shares (Q3 2023)
28,611
Value
$6.88M
% of portfolio
1.3%
Quarters held
11
Since Q1 2021
Holdings of ADP by Ropes Wealth Advisors LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 202328,611$6.88M1.3%−914−3.1%ReducedHolders
Q2 202329,525$6.49M1.1%+201+0.7%AddedHolders
Q1 202329,324$6.53M1.2%+1,034+3.7%AddedHolders
Q4 202228,290$6.76M1.2%+248+0.9%AddedHolders
Q3 202228,042$6.34M1.3%+40+0.1%AddedHolders
Q2 202228,002$5.88M1.2%−137−0.5%ReducedHolders
Q1 202228,139$6.40M1.1%−567−2.0%ReducedHolders
Q4 202128,706$7.08M1.2%−3,829−11.8%ReducedHolders
Q3 202132,535$6.50M1.0%+480+1.5%AddedHolders
Q2 202132,055$6.37M1.0%+207+0.6%AddedHolders
Q1 202131,848$6.19M1.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.