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Archford Capital Strategies’s Paychex PAYX Stock Holding History

Archford Capital Strategies’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
-585
Closed -$40K – 636
2018
Q2 		$40K Buy
+585
New +$37.7K 0.01% 310
2018
Q1 		– Sell
-6,594
Closed -$449K – 700
2017
Q4 		$449K Buy
+6,594
New +$433K 0.17% 149
2017
Q2 		– Sell
-1,726
Closed -$102K – 495
2017
Q1 		$102K Sell
1,726
-804
-32% -$48.9K 0.04% 238
2016
Q4 		$154K Hold
2,530
– – 0.06% 181
2016
Q3 		$146K Sell
2,530
-415
-14% -$24.9K 0.06% 198
2016
Q2 		$175K Buy
+2,945
New +$158K 0.09% 161
2016
Q1 		– Sell
-17,800
Closed -$942K – 471
2015
Q4 		$942K Sell
17,800
-2,171
-11% -$113K 0.43% 77
2015
Q3 		$951K Buy
19,971
+1,653
+9% +$77.1K 0.71% 36
2015
Q2 		$859K Sell
18,318
-4,661
-20% -$228K 0.61% 48
2015
Q1 		$1.14M Buy
22,979
+2,138
+10% +$104K 0.79% 33
2014
Q4 		$962K Buy
20,841
+3,991
+24% +$184K 0.71% 45
2014
Q3 		$745K Sell
16,850
-2,630
-14% -$111K 0.59% 56
2014
Q2 		$810K Buy
19,480
+154
+0.8% +$6.33K 0.63% 47
2014
Q1 		$823K Buy
+19,326
New +$820K 0.69% 44

Other funds holding PAYX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Archford Capital Strategies's PAYX Position: Q3 2018 in Review

Archford Capital Strategies sold out of Paychex (PAYX) in Q3 2018, closing a stake of 585 shares — an estimated $40K sold.

Archford Capital Strategies first reported a position in PAYX in Q1 2014 and held it in 14 quarters. The position peaked at $1.14M in Q1 2015. 1,015 funds tracked by Wall St. Rank hold PAYX as of Q3 2018.

  • Archford Capital Strategies reported no remaining Paychex position as of Q3 2018 after selling out during the quarter.
  • Archford Capital Strategies sold 585 Paychex shares in Q3 2018, an estimated $40K.
  • Archford Capital Strategies first reported a position in Paychex in Q1 2014 and held it in 14 quarters.
  • Archford Capital Strategies's Paychex position peaked at $1.14M in Q1 2015.
  • 1,015 funds tracked by Wall St. Rank held Paychex as of Q3 2018.

Based on Archford Capital Strategies's 13F filing for Q3 2018, filed 14 Nov 2018.