Castle Wealth Management’s Paychex PAYX Stock Holding History

Castle 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
2022 Q3	–	Sell	-5	Closed	-$1K	–	714
2022 Q2	$1K	Buy	+5	New	+$628	﹤0.01%	633

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Castle Wealth Management's PAYX Position: Q3 2022 in Review

Castle Wealth Management sold out of Paychex (PAYX) in Q3 2022, closing a stake of 5 shares — an estimated $1K sold.

Castle Wealth Management first reported a position in PAYX in Q2 2022 and held it in 1 quarter. The position peaked at $1K in Q2 2022. 1,424 funds tracked by Wall St. Rank hold PAYX as of Q3 2022.

Castle Wealth Management reported no remaining Paychex position as of Q3 2022 after selling out during the quarter.
Castle Wealth Management sold 5 Paychex shares in Q3 2022, an estimated $1K.
Castle Wealth Management first reported a position in Paychex in Q2 2022 and held it in 1 quarter.
Castle Wealth Management's Paychex position peaked at $1K in Q2 2022.
1,424 funds tracked by Wall St. Rank held Paychex as of Q3 2022.

Based on Castle Wealth Management's 13F filing for Q3 2022, filed 7 Nov 2022.