CSat Investment Advisory’s Paychex PAYX Stock Holding History

CSat Investment 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
2021 Q1	$28K	Buy	282 +64	+29%	+$5.89K	0.02%	321
2020 Q4	$20K	Sell	218 -1,112	-84%	-$98.7K	0.02%	334
2020 Q3	$106K	Buy	1,330 +125	+10%	+$9.39K	0.01%	437
2020 Q2	$92K	Buy	1,205 +173	+17%	+$12K	0.01%	505
2020 Q1	$64K	Buy	1,032 +115	+13%	+$9.19K	0.01%	461
2019 Q4	$78K	Buy	917 +136	+17%	+$11.5K	0.02%	435
2019 Q3	$65K	Buy	781 +75	+11%	+$6.23K	0.02%	413
2019 Q2	$58K	Buy	706 +550	+353%	+$46.4K	0.02%	431
2019 Q1	$13K	Sell	156 -26	-14%	-$1.92K	0.01%	399
2018 Q4	$12K	Buy	182 +64	+54%	+$4.33K	0.01%	387
2018 Q3	$9K	Buy	118 +2	+2%	+$144	0.01%	385
2018 Q2	$8K	Buy	+116	New	+$7.48K	﹤0.01%	394

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

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

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

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

CSat Investment Advisory's PAYX Position: Q1 2021 in Review

CSat Investment Advisory increased its Paychex (PAYX) stake by 29% in Q1 2021, buying an estimated $5.89K and bringing the position to 282 shares worth $28K. The position accounts for 0.02% of the portfolio, ranked #321.

CSat Investment Advisory first reported a position in PAYX in Q2 2018 and has held it in 12 quarters since. The position peaked at $106K in Q3 2020. 1,225 funds tracked by Wall St. Rank hold PAYX as of Q1 2021.

CSat Investment Advisory held 282 shares of Paychex worth $28K as of Q1 2021.
CSat Investment Advisory bought 64 Paychex shares in Q1 2021, an estimated $5.89K.
Paychex made up 0.02% of CSat Investment Advisory's portfolio in Q1 2021, its #321 holding.
CSat Investment Advisory first reported a position in Paychex in Q2 2018 and has held it in 12 quarters since.
CSat Investment Advisory's Paychex position peaked at $106K in Q3 2020.
1,225 funds tracked by Wall St. Rank held Paychex as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.