Evoke Wealth’s Paychex PAYX Stock Holding History

Evoke Wealth’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	-549	Closed	-$62K	–	903
2022 Q3	$62K	Buy	549 +11	+2%	+$1.36K	﹤0.01%	484
2022 Q2	$61K	Sell	538 -6	-1%	-$754	﹤0.01%	486
2022 Q1	$74K	Buy	544 +60	+12%	+$7.37K	﹤0.01%	472
2021 Q4	$66K	Sell	484 -2	-0.4%	-$247	﹤0.01%	500
2021 Q3	$54K	Sell	486 -20	-4%	-$2.25K	﹤0.01%	499
2021 Q2	$54K	Buy	506 +19	+4%	+$1.91K	﹤0.01%	517
2021 Q1	$48K	Buy	487 +425	+685%	+$39.1K	﹤0.01%	458
2020 Q4	$6K	Hold	62	–	–	﹤0.01%	685
2020 Q3	$5K	Sell	62 -29	-32%	-$2.18K	﹤0.01%	675
2020 Q2	$7K	Sell	91 -807	-90%	-$55.9K	﹤0.01%	604
2020 Q1	$56.5K	Sell	898 -193	-18%	-$15.4K	0.01%	332
2019 Q4	$92.8K	Buy	1,091 +934	+595%	+$78.8K	0.01%	332
2019 Q3	$13K	Buy	+157	New	+$13K	﹤0.01%	764

Other funds holding PAYX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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 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 San Francisco, California $501B 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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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