BWM
PAYX icon

Birchcreek Wealth Management’s Paychex PAYX Stock Holding History

Birchcreek 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
2021
Q1 		– Sell
-325
Closed -$30K – 237
2020
Q4 		$30K Buy
+325
New +$28.9K 0.03% 275

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Birchcreek Wealth Management's PAYX Position: Q1 2021 in Review

Birchcreek Wealth Management sold out of Paychex (PAYX) in Q1 2021, closing a stake of 325 shares — an estimated $30K sold.

Birchcreek Wealth Management first reported a position in PAYX in Q4 2020 and held it in 1 quarter. The position peaked at $30K in Q4 2020. 1,224 funds tracked by Wall St. Rank hold PAYX as of Q1 2021.

  • Birchcreek Wealth Management reported no remaining Paychex position as of Q1 2021 after selling out during the quarter.
  • Birchcreek Wealth Management sold 325 Paychex shares in Q1 2021, an estimated $30K.
  • Birchcreek Wealth Management first reported a position in Paychex in Q4 2020 and held it in 1 quarter.
  • Birchcreek Wealth Management's Paychex position peaked at $30K in Q4 2020.
  • 1,224 funds tracked by Wall St. Rank held Paychex as of Q1 2021.

Based on Birchcreek Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.