Certified Advisory Corp’s Paychex PAYX Stock Holding History

Certified Advisory Corp’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 Q2	–	Sell	-49	Closed	-$5K	–	572
2021 Q1	$5K	Buy	+49	New	+$4.51K	﹤0.01%	673
2020 Q2	$4K	Buy	48 +1	+2%	+$69	﹤0.01%	653
2020 Q1	$3K	Hold	47	–	–	﹤0.01%	666
2019 Q4	$4K	Hold	47	–	–	﹤0.01%	683
2019 Q3	$4K	Buy	47 +1	+2%	+$83	﹤0.01%	688
2019 Q2	$4K	Hold	46	–	–	﹤0.01%	704
2019 Q1	$4K	Hold	46	–	–	﹤0.01%	653
2018 Q4	$3K	Hold	46	–	–	﹤0.01%	668
2018 Q3	$3K	Hold	46	–	–	﹤0.01%	698
2018 Q2	$3K	Buy	46 +1	+2%	+$65	﹤0.01%	675
2018 Q1	$2K	Hold	45	–	–	﹤0.01%	673
2017 Q4	$3K	Buy	+45	New	+$2.95K	﹤0.01%	615

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

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

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

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

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

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

Certified Advisory Corp's PAYX Position: Q2 2021 in Review

Certified Advisory Corp sold out of Paychex (PAYX) in Q2 2021, closing a stake of 49 shares — an estimated $5K sold.

Certified Advisory Corp first reported a position in PAYX in Q4 2017 and held it in 12 quarters. The position peaked at $5K in Q1 2021. 1,239 funds tracked by Wall St. Rank hold PAYX as of Q2 2021.

Certified Advisory Corp reported no remaining Paychex position as of Q2 2021 after selling out during the quarter.
Certified Advisory Corp sold 49 Paychex shares in Q2 2021, an estimated $5K.
Certified Advisory Corp first reported a position in Paychex in Q4 2017 and held it in 12 quarters.
Certified Advisory Corp's Paychex position peaked at $5K in Q1 2021.
1,239 funds tracked by Wall St. Rank held Paychex as of Q2 2021.

Based on Certified Advisory Corp's 13F filing for Q2 2021, filed 16 Aug 2021.