Advocacy Wealth Management Services’s Paychex PAYX Stock Holding History

Advocacy Wealth Management Services’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 Q4	–	Sell	-81	Closed	-$6K	–	171
2018 Q3	$6K	Hold	81	–	–	﹤0.01%	151
2018 Q2	$6K	Hold	81	–	–	﹤0.01%	152
2018 Q1	$5K	Hold	81	–	–	﹤0.01%	179
2017 Q4	$6K	Hold	81	–	–	﹤0.01%	182
2017 Q3	$5K	Hold	81	–	–	﹤0.01%	238
2017 Q2	$5K	Hold	81	–	–	﹤0.01%	232
2017 Q1	$5K	Sell	81 -5	-6%	-$304	﹤0.01%	258
2016 Q4	$5K	Hold	86	–	–	﹤0.01%	251
2016 Q3	$5K	Sell	86 -600	-87%	-$36K	﹤0.01%	325
2016 Q2	$41K	Sell	686 -4	-0.6%	-$214	0.02%	169
2016 Q1	$37K	Buy	690 +642	+1,338%	+$32.3K	0.03%	213
2015 Q4	$3K	Buy	+48	New	+$2.51K	﹤0.01%	467

Other funds holding PAYX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

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