Altavista Wealth Management’s Paychex PAYX Stock Holding History

Altavista Wealth Management’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
2021 Q4	$388K	Sell	2,842 -142	-5%	-$17.6K	0.08%	142
2021 Q3	$336K	Buy	2,984 +838	+39%	+$94.1K	0.07%	145
2021 Q2	$230K	Sell	2,146 -804	-27%	-$80.9K	0.05%	174
2021 Q1	$289K	Sell	2,950 -263	-8%	-$24.2K	0.07%	154
2020 Q4	$299K	Sell	3,213 -193	-6%	-$17.1K	0.08%	145
2020 Q3	$272K	Buy	3,406 +49	+1%	+$3.68K	0.07%	144
2020 Q2	$254K	Buy	+3,357	New	+$233K	0.07%	145
2020 Q1	–	Sell	-2,834	Closed	-$241K	–	164
2019 Q4	$241K	Buy	+2,834	New	+$239K	0.07%	156

Other funds holding PAYX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Altavista Wealth Management's PAYX Position: Q4 2021 in Review

Altavista Wealth Management reduced its Paychex (PAYX) stake by 4.8% in Q4 2021, selling an estimated $17.6K and leaving 2,842 shares worth $388K. The position accounts for 0.08% of the portfolio, ranked #142.

Altavista Wealth Management first reported a position in PAYX in Q4 2019 and has held it in 8 quarters since. 1,441 funds tracked by Wall St. Rank hold PAYX as of Q4 2021.

Altavista Wealth Management held 2,842 shares of Paychex worth $388K as of Q4 2021.
Altavista Wealth Management sold 142 Paychex shares in Q4 2021, an estimated $17.6K.
Paychex made up 0.08% of Altavista Wealth Management's portfolio in Q4 2021, its #142 holding.
Altavista Wealth Management first reported a position in Paychex in Q4 2019 and has held it in 8 quarters since.
1,441 funds tracked by Wall St. Rank held Paychex as of Q4 2021.

Based on Altavista Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2022.