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Filbrandt Wealth Management’s Paychex PAYX Stock Holding History

Filbrandt 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
Q3 		– Sell
-290
Closed -$22K – 295
2020
Q2 		$22K Buy
+290
New +$20.1K 0.02% 187
2020
Q1 		– Sell
-170
Closed -$14K – 297
2019
Q4 		$14K Buy
+170
New +$14.3K 0.01% 138

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 $3.38T 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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

Filbrandt Wealth Management's PAYX Position: Q3 2020 in Review

Filbrandt Wealth Management sold out of Paychex (PAYX) in Q3 2020, closing a stake of 290 shares — an estimated $22K sold.

Filbrandt Wealth Management first reported a position in PAYX in Q4 2019 and held it in 2 quarters. The position peaked at $22K in Q2 2020. 1,108 funds tracked by Wall St. Rank hold PAYX as of Q3 2020.

  • Filbrandt Wealth Management reported no remaining Paychex position as of Q3 2020 after selling out during the quarter.
  • Filbrandt Wealth Management sold 290 Paychex shares in Q3 2020, an estimated $22K.
  • Filbrandt Wealth Management first reported a position in Paychex in Q4 2019 and held it in 2 quarters.
  • Filbrandt Wealth Management's Paychex position peaked at $22K in Q2 2020.
  • 1,108 funds tracked by Wall St. Rank held Paychex as of Q3 2020.

Based on Filbrandt Wealth Management's 13F filing for Q3 2020, filed 29 Oct 2020.