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Dorchester Wealth Management’s Paychex PAYX Stock Holding History

Dorchester Wealth Management’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
Q4 		– Sell
-2,000
Closed -$224K – 154
2022
Q3 		$224K Hold
2,000
– – 0.05% 138
2022
Q2 		$228K Buy
+2,000
New +$251K 0.05% 144

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Dorchester Wealth Management's PAYX Position: Q4 2022 in Review

Dorchester Wealth Management sold out of Paychex (PAYX) in Q4 2022, closing a stake of 2,000 shares — an estimated $224K sold.

Dorchester Wealth Management first reported a position in PAYX in Q2 2022 and held it in 2 quarters. The position peaked at $228K in Q2 2022. 1,444 funds tracked by Wall St. Rank hold PAYX as of Q4 2022.

  • Dorchester Wealth Management reported no remaining Paychex position as of Q4 2022 after selling out during the quarter.
  • Dorchester Wealth Management sold 2,000 Paychex shares in Q4 2022, an estimated $224K.
  • Dorchester Wealth Management first reported a position in Paychex in Q2 2022 and held it in 2 quarters.
  • Dorchester Wealth Management's Paychex position peaked at $228K in Q2 2022.
  • 1,444 funds tracked by Wall St. Rank held Paychex as of Q4 2022.

Based on Dorchester Wealth Management's 13F filing for Q4 2022, filed 1 Feb 2023.