EWM
PAYX icon

Elmwood Wealth Management’s Paychex PAYX Stock Holding History

Elmwood 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
2020
Q2 		– Sell
-39
Closed -$2.4K – 312
2020
Q1 		$2.4K Buy
+39
New +$3.12K ﹤0.01% 251
2019
Q1 		– Sell
-39
Closed -$3K – 295
2018
Q4 		$3K Hold
39
– – ﹤0.01% 264
2018
Q3 		$2.87K Hold
39
– – ﹤0.01% 251
2018
Q2 		$2.67K Hold
39
– – ﹤0.01% 245
2018
Q1 		$2.4K Buy
+39
New +$2.58K ﹤0.01% 251

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
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Elmwood Wealth Management's PAYX Position: Q2 2020 in Review

Elmwood Wealth Management sold out of Paychex (PAYX) in Q2 2020, closing a stake of 39 shares — an estimated $2.4K sold.

Elmwood Wealth Management first reported a position in PAYX in Q1 2018 and held it in 5 quarters. The position peaked at $3K in Q4 2018. 1,095 funds tracked by Wall St. Rank hold PAYX as of Q2 2020.

  • Elmwood Wealth Management reported no remaining Paychex position as of Q2 2020 after selling out during the quarter.
  • Elmwood Wealth Management sold 39 Paychex shares in Q2 2020, an estimated $2.4K.
  • Elmwood Wealth Management first reported a position in Paychex in Q1 2018 and held it in 5 quarters.
  • Elmwood Wealth Management's Paychex position peaked at $3K in Q4 2018.
  • 1,095 funds tracked by Wall St. Rank held Paychex as of Q2 2020.

Based on Elmwood Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.