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Accretive Wealth Partners’s Paychex PAYX Stock Holding History

Accretive Wealth Partners’s Portfolio PAYX Stock Details PAYX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-1,955
Closed -$219K – 113
2022
Q3 		$219K Hold
1,955
– – 0.17% 100
2022
Q2 		$223K Hold
1,955
– – 0.16% 101
2022
Q1 		$267K Hold
1,955
– – 0.17% 100
2021
Q4 		$267K Sell
1,955
-284
-13% -$35.1K 0.17% 100
2021
Q3 		$252K Sell
2,239
-78
-3% -$8.76K 0.18% 100
2021
Q2 		$249K Buy
2,317
+105
+5% +$10.6K 0.18% 100
2021
Q1 		$217K Hold
2,212
– – 0.2% 94
2020
Q4 		$206K Buy
+2,212
New +$196K 0.2% 93

Other funds holding PAYX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Accretive Wealth Partners's PAYX Position: Q4 2022 in Review

Accretive Wealth Partners sold out of Paychex (PAYX) in Q4 2022, closing a stake of 1,955 shares — an estimated $219K sold.

Accretive Wealth Partners first reported a position in PAYX in Q4 2020 and held it in 8 quarters. The position peaked at $267K in Q1 2022. 1,444 funds tracked by Wall St. Rank hold PAYX as of Q4 2022.

  • Accretive Wealth Partners reported no remaining Paychex position as of Q4 2022 after selling out during the quarter.
  • Accretive Wealth Partners sold 1,955 Paychex shares in Q4 2022, an estimated $219K.
  • Accretive Wealth Partners first reported a position in Paychex in Q4 2020 and held it in 8 quarters.
  • Accretive Wealth Partners's Paychex position peaked at $267K in Q1 2022.
  • 1,444 funds tracked by Wall St. Rank held Paychex as of Q4 2022.

Based on Accretive Wealth Partners's 13F filing for Q4 2022, filed 13 Feb 2023.