Avitas Wealth Management’s Paychex PAYX Stock Holding History

Avitas 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
2020 Q3	–	Sell	-6,819	Closed	-$517K	–	189
2020 Q2	$517K	Sell	6,819 -91	-1%	-$6.31K	0.17%	129
2020 Q1	$435K	Sell	6,910 -2,678	-28%	-$214K	0.2%	104
2019 Q4	$816K	Sell	9,588 -11	-0.1%	-$928	0.21%	118
2019 Q3	$795K	Buy	9,599 +54	+0.6%	+$4.49K	0.22%	114
2019 Q2	$785K	Sell	9,545 -5,515	-37%	-$465K	0.22%	119
2019 Q1	$1.21M	Sell	15,060 -930	-6%	-$68.6K	0.35%	95
2018 Q4	$1.04M	Sell	15,990 -31	-0.2%	-$2.1K	0.34%	100
2018 Q3	$1.18M	Buy	16,021 +1,358	+9%	+$97.6K	0.34%	104
2018 Q2	$1M	Buy	+14,663	New	+$946K	0.31%	106

Other funds holding PAYX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Avitas Wealth Management's PAYX Position: Q3 2020 in Review

Avitas Wealth Management sold out of Paychex (PAYX) in Q3 2020, closing a stake of 6,819 shares — an estimated $517K sold.

Avitas Wealth Management first reported a position in PAYX in Q2 2018 and held it in 9 quarters. The position peaked at $1.21M in Q1 2019. 1,108 funds tracked by Wall St. Rank hold PAYX as of Q3 2020.

Avitas Wealth Management reported no remaining Paychex position as of Q3 2020 after selling out during the quarter.
Avitas Wealth Management sold 6,819 Paychex shares in Q3 2020, an estimated $517K.
Avitas Wealth Management first reported a position in Paychex in Q2 2018 and held it in 9 quarters.
Avitas Wealth Management's Paychex position peaked at $1.21M in Q1 2019.
1,108 funds tracked by Wall St. Rank held Paychex as of Q3 2020.

Based on Avitas Wealth Management's 13F filing for Q3 2020, filed 6 Oct 2020.