B. Riley Wealth Management’s Paychex PAYX Stock Holding History

B. Riley 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
2022 Q2	$446	Buy	3,921 +2,181	+125%	+$274K	﹤0.01%	436
2022 Q1	$237K	Sell	1,740 -476	-21%	-$58.4K	0.02%	512
2021 Q4	$302K	Buy	2,216 +33	+2%	+$4.08K	0.02%	476
2021 Q3	$245K	Buy	+2,183	New	+$245K	0.02%	504
2015 Q3	–	Sell	-891	Closed	-$41K	–	575
2015 Q2	$41K	Buy	891 +6	+0.7%	+$293	0.03%	453
2015 Q1	$43K	Sell	885 -493	-36%	-$23.9K	0.03%	433
2014 Q4	$63K	Buy	1,378 +506	+58%	+$23.4K	0.05%	351
2014 Q3	$38K	Buy	872 +7	+0.8%	+$294	0.03%	466
2014 Q2	$35K	Buy	865 +7	+0.8%	+$288	0.02%	539
2014 Q1	$37K	Buy	+858	New	+$36.4K	0.03%	505

Other funds holding PAYX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

B. Riley Wealth Management's PAYX Position: Q2 2022 in Review

B. Riley Wealth Management increased its Paychex (PAYX) stake by 125% in Q2 2022, buying an estimated $274K and bringing the position to 3,921 shares worth $446. The position accounts for ﹤0.01% of the portfolio, ranked #436.

B. Riley Wealth Management first reported a position in PAYX in Q1 2014 and has held it in 10 quarters since. The position peaked at $302K in Q4 2021. 1,408 funds tracked by Wall St. Rank hold PAYX as of Q2 2022.

B. Riley Wealth Management held 3,921 shares of Paychex worth $446 as of Q2 2022.
B. Riley Wealth Management bought 2,181 Paychex shares in Q2 2022, an estimated $274K.
Paychex made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #436 holding.
B. Riley Wealth Management first reported a position in Paychex in Q1 2014 and has held it in 10 quarters since.
B. Riley Wealth Management's Paychex position peaked at $302K in Q4 2021.
1,408 funds tracked by Wall St. Rank held Paychex as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.