Capital Advisory Group Advisory Services’s Paychex PAYX Stock Holding History

Capital Advisory Group Advisory Services’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 Q4	–	Sell	-39	Closed	-$3K	–	549
2020 Q3	$3K	Sell	39 -24	-38%	-$1.8K	﹤0.01%	427
2020 Q2	$5K	Hold	63	–	–	﹤0.01%	376
2020 Q1	$4K	Buy	+63	New	+$5.03K	0.01%	333

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

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

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

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

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

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

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

Capital Advisory Group Advisory Services's PAYX Position: Q4 2020 in Review

Capital Advisory Group Advisory Services sold out of Paychex (PAYX) in Q4 2020, closing a stake of 39 shares — an estimated $3K sold.

Capital Advisory Group Advisory Services first reported a position in PAYX in Q1 2020 and held it in 3 quarters. The position peaked at $5K in Q2 2020. 1,215 funds tracked by Wall St. Rank hold PAYX as of Q4 2020.

Capital Advisory Group Advisory Services reported no remaining Paychex position as of Q4 2020 after selling out during the quarter.
Capital Advisory Group Advisory Services sold 39 Paychex shares in Q4 2020, an estimated $3K.
Capital Advisory Group Advisory Services first reported a position in Paychex in Q1 2020 and held it in 3 quarters.
Capital Advisory Group Advisory Services's Paychex position peaked at $5K in Q2 2020.
1,215 funds tracked by Wall St. Rank held Paychex as of Q4 2020.

Based on Capital Advisory Group Advisory Services's 13F filing for Q4 2020, filed 18 Feb 2021.