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Arbor Trust Wealth Advisors’s Paychex PAYX Stock Holding History

Arbor Trust 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
2023
Q2 		– Sell
-1,896
Closed -$217K – 104
2023
Q1 		$217K Buy
+1,896
New +$216K 0.14% 90

Other funds holding PAYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Arbor Trust Wealth Advisors's PAYX Position: Q2 2023 in Review

Arbor Trust Wealth Advisors sold out of Paychex (PAYX) in Q2 2023, closing a stake of 1,896 shares — an estimated $217K sold.

Arbor Trust Wealth Advisors first reported a position in PAYX in Q1 2023 and held it in 1 quarter. The position peaked at $217K in Q1 2023. 1,416 funds tracked by Wall St. Rank hold PAYX as of Q2 2023.

  • Arbor Trust Wealth Advisors reported no remaining Paychex position as of Q2 2023 after selling out during the quarter.
  • Arbor Trust Wealth Advisors sold 1,896 Paychex shares in Q2 2023, an estimated $217K.
  • Arbor Trust Wealth Advisors first reported a position in Paychex in Q1 2023 and held it in 1 quarter.
  • Arbor Trust Wealth Advisors's Paychex position peaked at $217K in Q1 2023.
  • 1,416 funds tracked by Wall St. Rank held Paychex as of Q2 2023.

Based on Arbor Trust Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.