AWM
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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
BlackRock New York $5.7T AUM 30.48% 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 $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 America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B 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 New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return