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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
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 $3.37T AUM 44.26% 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

Evoke Wealth's PAYX Position: Q4 2022 in Review

Evoke Wealth sold out of Paychex (PAYX) in Q4 2022, closing a stake of 549 shares — an estimated $62K sold.

Evoke Wealth first reported a position in PAYX in Q3 2019 and held it in 13 quarters. The position peaked at $92.8K in Q4 2019. 1,444 funds tracked by Wall St. Rank hold PAYX as of Q4 2022.

  • Evoke Wealth reported no remaining Paychex position as of Q4 2022 after selling out during the quarter.
  • Evoke Wealth sold 549 Paychex shares in Q4 2022, an estimated $62K.
  • Evoke Wealth first reported a position in Paychex in Q3 2019 and held it in 13 quarters.
  • Evoke Wealth's Paychex position peaked at $92.8K in Q4 2019.
  • 1,444 funds tracked by Wall St. Rank held Paychex as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.