Cornerstone Advisory’s Paychex PAYX Stock Holding History

Cornerstone Advisory’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 Q1	–	Sell	-2,578	Closed	-$352K	–	614
2021 Q4	$352K	Buy	+2,578	New	+$319K	0.05%	199

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

Cornerstone Advisory's PAYX Position: Q1 2022 in Review

Cornerstone Advisory sold out of Paychex (PAYX) in Q1 2022, closing a stake of 2,578 shares — an estimated $352K sold.

Cornerstone Advisory first reported a position in PAYX in Q4 2021 and held it in 1 quarter. The position peaked at $352K in Q4 2021. 1,439 funds tracked by Wall St. Rank hold PAYX as of Q1 2022.

Cornerstone Advisory reported no remaining Paychex position as of Q1 2022 after selling out during the quarter.
Cornerstone Advisory sold 2,578 Paychex shares in Q1 2022, an estimated $352K.
Cornerstone Advisory first reported a position in Paychex in Q4 2021 and held it in 1 quarter.
Cornerstone Advisory's Paychex position peaked at $352K in Q4 2021.
1,439 funds tracked by Wall St. Rank held Paychex as of Q1 2022.

Based on Cornerstone Advisory's 13F filing for Q1 2022, filed 20 May 2022.