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Atlas Private Wealth Advisors’s Paychex PAYX Stock Holding History

Atlas Private 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
2021
Q4 		– Sell
-135
Closed -$15K – 539
2021
Q3 		$15K Hold
135
– – 0.01% 406
2021
Q2 		$14K Hold
135
– – 0.01% 422
2021
Q1 		$13K Hold
135
– – 0.01% 458
2020
Q4 		$13K Hold
135
– – 0.01% 399
2020
Q3 		$11K Hold
135
– – 0.01% 378
2020
Q2 		$10K Buy
+135
New +$9.36K 0.01% 405

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 $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Atlas Private Wealth Advisors's PAYX Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Paychex (PAYX) in Q4 2021, closing a stake of 135 shares — an estimated $15K sold.

Atlas Private Wealth Advisors first reported a position in PAYX in Q2 2020 and held it in 6 quarters. The position peaked at $15K in Q3 2021. 1,439 funds tracked by Wall St. Rank hold PAYX as of Q4 2021.

  • Atlas Private Wealth Advisors reported no remaining Paychex position as of Q4 2021 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 135 Paychex shares in Q4 2021, an estimated $15K.
  • Atlas Private Wealth Advisors first reported a position in Paychex in Q2 2020 and held it in 6 quarters.
  • Atlas Private Wealth Advisors's Paychex position peaked at $15K in Q3 2021.
  • 1,439 funds tracked by Wall St. Rank held Paychex as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.