Acorn Wealth Advisors’s Paychex PAYX Stock Holding History

Acorn Wealth Advisors’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
2018 Q3	–	Sell	-988	Closed	-$67K	–	335
2018 Q2	$67K	Buy	988 +36	+4%	+$2.32K	0.06%	222
2018 Q1	$58K	Buy	+952	New	+$62.9K	0.05%	241

Other funds holding PAYX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

AIG

American International Group New York $2.93M AUM 12.08% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Acorn Wealth Advisors's PAYX Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of Paychex (PAYX) in Q3 2018, closing a stake of 988 shares — an estimated $67K sold.

Acorn Wealth Advisors first reported a position in PAYX in Q1 2018 and held it in 2 quarters. The position peaked at $67K in Q2 2018. 1,014 funds tracked by Wall St. Rank hold PAYX as of Q3 2018.

Acorn Wealth Advisors reported no remaining Paychex position as of Q3 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 988 Paychex shares in Q3 2018, an estimated $67K.
Acorn Wealth Advisors first reported a position in Paychex in Q1 2018 and held it in 2 quarters.
Acorn Wealth Advisors's Paychex position peaked at $67K in Q2 2018.
1,014 funds tracked by Wall St. Rank held Paychex as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.