Atlantic Private Wealth’s Paychex PAYX Stock Holding History

Atlantic Private Wealth’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	-311	Closed	-$35.7K	–	114
2023 Q1	$35.7K	Buy	+311	New	+$35.4K	0.04%	55

Other funds holding PAYX

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

BlackRock New York $5.72T AUM 30.48% 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

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

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

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

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

Atlantic Private Wealth's PAYX Position: Q2 2023 in Review

Atlantic Private Wealth sold out of Paychex (PAYX) in Q2 2023, closing a stake of 311 shares — an estimated $35.7K sold.

Atlantic Private Wealth first reported a position in PAYX in Q1 2023 and held it in 1 quarter. The position peaked at $35.7K in Q1 2023. 1,416 funds tracked by Wall St. Rank hold PAYX as of Q2 2023.

Atlantic Private Wealth reported no remaining Paychex position as of Q2 2023 after selling out during the quarter.
Atlantic Private Wealth sold 311 Paychex shares in Q2 2023, an estimated $35.7K.
Atlantic Private Wealth first reported a position in Paychex in Q1 2023 and held it in 1 quarter.
Atlantic Private Wealth's Paychex position peaked at $35.7K in Q1 2023.
1,416 funds tracked by Wall St. Rank held Paychex as of Q2 2023.

Based on Atlantic Private Wealth's 13F filing for Q2 2023, filed 11 Aug 2023.