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Clarus Wealth Advisors’s Paychex PAYX Stock Holding History

Clarus Wealth 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
2019
Q3 		– Sell
-1,736
Closed -$143K – 431
2019
Q2 		$143K Buy
1,736
+7
+0.4% +$590 0.1% 148
2019
Q1 		$139K Sell
1,729
-36
-2% -$2.65K 0.1% 149
2018
Q4 		$115K Buy
1,765
+8
+0.5% +$542 0.18% 144
2018
Q3 		$129K Sell
1,757
-17
-1% -$1.22K 0.08% 183
2018
Q2 		$109K Buy
+1,774
New +$114K 0.08% 187

Other funds holding PAYX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Clarus Wealth Advisors's PAYX Position: Q3 2019 in Review

Clarus Wealth Advisors sold out of Paychex (PAYX) in Q3 2019, closing a stake of 1,736 shares — an estimated $143K sold.

Clarus Wealth Advisors first reported a position in PAYX in Q2 2018 and held it in 5 quarters. The position peaked at $143K in Q2 2019. 1,104 funds tracked by Wall St. Rank hold PAYX as of Q3 2019.

  • Clarus Wealth Advisors reported no remaining Paychex position as of Q3 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 1,736 Paychex shares in Q3 2019, an estimated $143K.
  • Clarus Wealth Advisors first reported a position in Paychex in Q2 2018 and held it in 5 quarters.
  • Clarus Wealth Advisors's Paychex position peaked at $143K in Q2 2019.
  • 1,104 funds tracked by Wall St. Rank held Paychex as of Q3 2019.

Based on Clarus Wealth Advisors's 13F filing for Q3 2019, filed 11 Oct 2019.