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Capital Directions Investment Advisors’s Paychex PAYX Stock Holding History

Capital Directions Investment Advisors’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 		– Sell
-76
Closed -$10K – 271
2022
Q1 		$10K Buy
+76
New +$9.33K ﹤0.01% 234
2021
Q3 		– Sell
-95
Closed -$10K – 267
2021
Q2 		$10K Buy
+95
New +$9.55K ﹤0.01% 207
2018
Q3 		– Sell
-2,186
Closed -$149K – 208
2018
Q2 		$149K Buy
+2,186
New +$141K 0.07% 42

Other funds holding PAYX

BlackRock
BlackRock New York $5.72T 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 $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Directions Investment Advisors's PAYX Position: Q2 2022 in Review

Capital Directions Investment Advisors sold out of Paychex (PAYX) in Q2 2022, closing a stake of 76 shares — an estimated $10K sold.

Capital Directions Investment Advisors first reported a position in PAYX in Q2 2018 and held it in 3 quarters. The position peaked at $149K in Q2 2018. 1,409 funds tracked by Wall St. Rank hold PAYX as of Q2 2022.

  • Capital Directions Investment Advisors reported no remaining Paychex position as of Q2 2022 after selling out during the quarter.
  • Capital Directions Investment Advisors sold 76 Paychex shares in Q2 2022, an estimated $10K.
  • Capital Directions Investment Advisors first reported a position in Paychex in Q2 2018 and held it in 3 quarters.
  • Capital Directions Investment Advisors's Paychex position peaked at $149K in Q2 2018.
  • 1,409 funds tracked by Wall St. Rank held Paychex as of Q2 2022.

Based on Capital Directions Investment Advisors's 13F filing for Q2 2022, filed 26 Jul 2022.