Clear Perspective Advisors’s Paychex PAYX Stock Holding History

Clear Perspective 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
2021 Q4	$360K	Buy	2,640 +317	+14%	+$39.2K	0.11%	125
2021 Q3	$261K	Hold	2,323	–	–	0.09%	139
2021 Q2	$249K	Sell	2,323 -250	-10%	-$25.1K	0.09%	147
2021 Q1	$252K	Buy	+2,573	New	+$237K	0.1%	135
2020 Q4	–	Sell	-2,623	Closed	-$937	–	147
2020 Q3	$937	Buy	+2,623	New	+$197K	0.44%	44
2020 Q1	–	Sell	-2,822	Closed	-$240K	–	126
2019 Q4	$240K	Hold	2,822	–	–	0.15%	124
2019 Q3	$234K	Hold	2,822	–	–	0.11%	126
2019 Q2	$232K	Sell	2,822 -522	-16%	-$44K	0.15%	131
2019 Q1	$271K	Hold	3,344	–	–	0.19%	118
2018 Q4	$218K	Hold	3,344	–	–	0.18%	127
2018 Q3	$246K	Sell	3,344 -300	-8%	-$21.6K	0.18%	126
2018 Q2	$249K	Hold	3,644	–	–	0.17%	122
2018 Q1	$224K	Hold	3,644	–	–	0.17%	124
2017 Q4	$248K	Sell	3,644 -150	-4%	-$9.84K	0.19%	123
2017 Q3	$227K	Hold	3,794	–	–	0.19%	124
2017 Q2	$216K	Sell	3,794 -950	-20%	-$55.8K	0.18%	119
2017 Q1	$279K	Hold	4,744	–	–	0.18%	100
2016 Q4	$289K	Buy	+4,744	New	+$273K	0.19%	106

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

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

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

Clear Perspective Advisors's PAYX Position: Q4 2021 in Review

Clear Perspective Advisors increased its Paychex (PAYX) stake by 14% in Q4 2021, buying an estimated $39.2K and bringing the position to 2,640 shares worth $360K. The position accounts for 0.11% of the portfolio, ranked #125.

Clear Perspective Advisors first reported a position in PAYX in Q4 2016 and has held it in 18 quarters since. 1,441 funds tracked by Wall St. Rank hold PAYX as of Q4 2021.

Clear Perspective Advisors held 2,640 shares of Paychex worth $360K as of Q4 2021.
Clear Perspective Advisors bought 317 Paychex shares in Q4 2021, an estimated $39.2K.
Paychex made up 0.11% of Clear Perspective Advisors's portfolio in Q4 2021, its #125 holding.
Clear Perspective Advisors first reported a position in Paychex in Q4 2016 and has held it in 18 quarters since.
1,441 funds tracked by Wall St. Rank held Paychex as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.