CA Family Wealth’s Paychex PAYX Stock Holding History

CA Family Wealth’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 Q1	–	Sell	-2,993	Closed	-$255K	–	112
2019 Q4	$255K	Buy	+2,993	New	+$252K	0.17%	91

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

CA Family Wealth's PAYX Position: Q1 2020 in Review

CA Family Wealth sold out of Paychex (PAYX) in Q1 2020, closing a stake of 2,993 shares — an estimated $255K sold.

CA Family Wealth first reported a position in PAYX in Q4 2019 and held it in 1 quarter. The position peaked at $255K in Q4 2019. 1,074 funds tracked by Wall St. Rank hold PAYX as of Q1 2020.

CA Family Wealth reported no remaining Paychex position as of Q1 2020 after selling out during the quarter.
CA Family Wealth sold 2,993 Paychex shares in Q1 2020, an estimated $255K.
CA Family Wealth first reported a position in Paychex in Q4 2019 and held it in 1 quarter.
CA Family Wealth's Paychex position peaked at $255K in Q4 2019.
1,074 funds tracked by Wall St. Rank held Paychex as of Q1 2020.

Based on CA Family Wealth's 13F filing for Q1 2020, filed 11 May 2020.