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Doyle Wealth Management’s Paychex PAYX Stock Holding History

Doyle 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
Q3 		$21.6M Sell
192,077
-1,902
-1% -$236K 1.85% 10
2022
Q2 		$22.1M Sell
193,979
-295
-0.2% -$37K 1.78% 11
2022
Q1 		$26.5M Buy
194,274
+486
+0.3% +$59.7K 1.91% 12
2021
Q4 		$26.5M Sell
193,788
-1,416
-0.7% -$175K 1.9% 15
2021
Q3 		$22M Buy
195,204
+981
+0.5% +$110K 1.75% 17
2021
Q2 		$20.8M Buy
194,223
+2,411
+1% +$242K 1.73% 16
2021
Q1 		$18.8M Buy
191,812
+2,171
+1% +$200K 1.8% 16
2020
Q4 		$17.7M Buy
189,641
+2,818
+2% +$250K 1.8% 18
2020
Q3 		$14.9M Buy
186,823
+4,269
+2% +$321K 1.73% 21
2020
Q2 		$13.8M Buy
182,554
+2,039
+1% +$141K 1.82% 18
2020
Q1 		$11.4M Buy
180,515
+479
+0.3% +$38.3K 1.81% 20
2019
Q4 		$15.3M Buy
180,036
+4,603
+3% +$388K 1.91% 19
2019
Q3 		$14.5M Sell
175,433
-877
-0.5% -$72.9K 2% 17
2019
Q2 		$14.5M Sell
176,310
-1,197
-0.7% -$101K 2.01% 14
2019
Q1 		$15.1M Buy
177,507
+81,744
+85% +$6.03M 2.2% 14
2018
Q4 		$6.24M Buy
95,763
+90,003
+1,563% +$6.1M 1.05% 36
2018
Q3 		$424K Sell
5,760
-1,098
-16% -$78.9K 0.07% 122
2018
Q2 		$469K Sell
6,858
-6
-0.1% -$387 0.08% 115
2018
Q1 		$423K Buy
6,864
+220
+3% +$14.5K 0.07% 110
2017
Q4 		$452K Buy
6,644
+1
+0% +$66 0.08% 105
2017
Q3 		$398K Buy
6,643
+2
+0% +$114 0.07% 102
2017
Q2 		$378K Buy
6,641
+133
+2% +$7.81K 0.07% 100
2017
Q1 		$383K Buy
+6,508
New +$395K 0.08% 96

Other funds holding PAYX

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Doyle Wealth Management's PAYX Position: Q3 2022 in Review

Doyle Wealth Management reduced its Paychex (PAYX) stake by 0.98% in Q3 2022, selling an estimated $236K and leaving 192,077 shares worth $21.6M. The position accounts for 1.85% of the portfolio, ranked #10.

Doyle Wealth Management first reported a position in PAYX in Q1 2017 and has held it in 23 quarters since. The position peaked at $26.5M in Q1 2022. 1,424 funds tracked by Wall St. Rank hold PAYX as of Q3 2022.

  • Doyle Wealth Management held 192,077 shares of Paychex worth $21.6M as of Q3 2022.
  • Doyle Wealth Management sold 1,902 Paychex shares in Q3 2022, an estimated $236K.
  • Paychex made up 1.85% of Doyle Wealth Management's portfolio in Q3 2022, its #10 holding.
  • Doyle Wealth Management first reported a position in Paychex in Q1 2017 and has held it in 23 quarters since.
  • Doyle Wealth Management's Paychex position peaked at $26.5M in Q1 2022.
  • 1,424 funds tracked by Wall St. Rank held Paychex as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.