Evolution Wealth Advisors’s Paychex PAYX Stock Holding History

Evolution Wealth Advisors’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 Q1	–	Sell	-51	Closed	-$4K	–	557
2019 Q4	$4K	Buy	51 +4	+9%	+$337	﹤0.01%	459
2019 Q3	$4K	Hold	47	–	–	﹤0.01%	323
2019 Q2	$4K	Buy	+47	New	+$3.96K	﹤0.01%	305

Other funds holding PAYX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Evolution Wealth Advisors's PAYX Position: Q1 2020 in Review

Evolution Wealth Advisors sold out of Paychex (PAYX) in Q1 2020, closing a stake of 51 shares — an estimated $4K sold.

Evolution Wealth Advisors first reported a position in PAYX in Q2 2019 and held it in 3 quarters. The position peaked at $4K in Q4 2019. 1,074 funds tracked by Wall St. Rank hold PAYX as of Q1 2020.

Evolution Wealth Advisors reported no remaining Paychex position as of Q1 2020 after selling out during the quarter.
Evolution Wealth Advisors sold 51 Paychex shares in Q1 2020, an estimated $4K.
Evolution Wealth Advisors first reported a position in Paychex in Q2 2019 and held it in 3 quarters.
Evolution Wealth Advisors's Paychex position peaked at $4K in Q4 2019.
1,074 funds tracked by Wall St. Rank held Paychex as of Q1 2020.

Based on Evolution Wealth Advisors's 13F filing for Q1 2020, filed 22 Apr 2020.