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Allen Mooney & Barnes Investment Advisors’s Paychex PAYX Stock Holding History

Allen Mooney & Barnes Investment 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
2022
Q2 		– Sell
-1,500
Closed -$205K – 148
2022
Q1 		$205K Buy
+1,500
New +$184K 0.05% 146

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 $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Allen Mooney & Barnes Investment Advisors's PAYX Position: Q2 2022 in Review

Allen Mooney & Barnes Investment Advisors sold out of Paychex (PAYX) in Q2 2022, closing a stake of 1,500 shares — an estimated $205K sold.

Allen Mooney & Barnes Investment Advisors first reported a position in PAYX in Q1 2022 and held it in 1 quarter. The position peaked at $205K in Q1 2022. 1,409 funds tracked by Wall St. Rank hold PAYX as of Q2 2022.

  • Allen Mooney & Barnes Investment Advisors reported no remaining Paychex position as of Q2 2022 after selling out during the quarter.
  • Allen Mooney & Barnes Investment Advisors sold 1,500 Paychex shares in Q2 2022, an estimated $205K.
  • Allen Mooney & Barnes Investment Advisors first reported a position in Paychex in Q1 2022 and held it in 1 quarter.
  • Allen Mooney & Barnes Investment Advisors's Paychex position peaked at $205K in Q1 2022.
  • 1,409 funds tracked by Wall St. Rank held Paychex as of Q2 2022.

Based on Allen Mooney & Barnes Investment Advisors's 13F filing for Q2 2022, filed 23 May 2024.