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Financial Gravity Companies’s Paychex PAYX Stock Holding History

Financial Gravity Companies’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
2018
Q4 		$196K Buy
+2,729
New +$185K 0.18% 132
2018
Q1 		$137K Buy
2,244
+390
+21% +$25.8K 0.14% 153
2017
Q4 		$127K Buy
+1,854
New +$122K 0.15% 148

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Financial Gravity Companies's PAYX Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Paychex (PAYX) in Q4 2018: 2,729 shares worth $196K. The stake represents 0.18% of the portfolio and ranks #132 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in PAYX as recently as Q1 2018.

Financial Gravity Companies first reported a position in PAYX in Q4 2017 and has held it in 3 quarters since. 1,036 funds tracked by Wall St. Rank hold PAYX as of Q4 2018.

  • Financial Gravity Companies held 2,729 shares of Paychex worth $196K as of Q4 2018.
  • Paychex was a new Financial Gravity Companies position in Q4 2018.
  • Paychex made up 0.18% of Financial Gravity Companies's portfolio in Q4 2018, its #132 holding.
  • Financial Gravity Companies first reported a position in Paychex in Q4 2017 and has held it in 3 quarters since.
  • 1,036 funds tracked by Wall St. Rank held Paychex as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.