Cascadia Advisory Services’s Paychex PAYX Stock Holding History

Cascadia 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
2021 Q3	$2.76M	Sell	24,521 -804	-3%	-$90.3K	0.56%	58
2021 Q2	$2.72M	Buy	25,325 +1,064	+4%	+$107K	0.59%	51
2021 Q1	$2.38M	Buy	+24,261	New	+$2.23M	0.53%	59
2020 Q3	$1.64M	Buy	+20,534	New	+$1.54M	0.46%	60

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

Bank of New York Mellon New York $609B AUM 40.19% 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

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

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

Cascadia Advisory Services's PAYX Position: Q3 2021 in Review

Cascadia Advisory Services reduced its Paychex (PAYX) stake by 3.2% in Q3 2021, selling an estimated $90.3K and leaving 24,521 shares worth $2.76M. The position accounts for 0.56% of the portfolio, ranked #58.

Cascadia Advisory Services first reported a position in PAYX in Q3 2020 and has held it in 4 quarters since. 1,283 funds tracked by Wall St. Rank hold PAYX as of Q3 2021.

Cascadia Advisory Services held 24,521 shares of Paychex worth $2.76M as of Q3 2021.
Cascadia Advisory Services sold 804 Paychex shares in Q3 2021, an estimated $90.3K.
Paychex made up 0.56% of Cascadia Advisory Services's portfolio in Q3 2021, its #58 holding.
Cascadia Advisory Services first reported a position in Paychex in Q3 2020 and has held it in 4 quarters since.
1,283 funds tracked by Wall St. Rank held Paychex as of Q3 2021.

Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.