First National Bank of South Miami’s Paychex PAYX Stock Holding History

First National Bank of South Miami’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
2023 Q2	$188K	Sell	1,679 -259	-13%	-$28.3K	0.15%	127
2023 Q1	$222K	Buy	1,938 +54	+3%	+$6.14K	0.18%	116
2022 Q4	$218K	Hold	1,884	–	–	0.16%	117
2022 Q3	$211K	Sell	1,884 -261	-12%	-$32.3K	0.16%	113
2022 Q2	$245K	Buy	2,145 +152	+8%	+$19.1K	0.17%	113
2022 Q1	$272K	Buy	1,993 +122	+7%	+$15K	0.16%	110
2021 Q4	$255K	Buy	1,871 +138	+8%	+$17.1K	0.15%	114
2021 Q3	$195K	Buy	1,733 +43	+3%	+$4.83K	0.13%	124
2021 Q2	$182K	Buy	1,690 +275	+19%	+$27.7K	0.12%	131
2021 Q1	$139K	Buy	1,415 +123	+10%	+$11.3K	0.11%	138
2020 Q4	$120K	Sell	1,292 -30	-2%	-$2.66K	0.1%	138
2020 Q3	$105K	Sell	1,322 -832	-39%	-$62.5K	0.1%	138
2020 Q2	$163K	Hold	2,154	–	–	0.18%	109
2020 Q1	$136K	Hold	2,154	–	–	0.17%	115
2019 Q4	$183K	Buy	2,154 +32	+2%	+$2.7K	0.18%	109
2019 Q3	$173K	Hold	2,122	–	–	0.17%	114
2019 Q2	$176K	Sell	2,122 -338	-14%	-$28.5K	0.16%	115
2019 Q1	$197K	Hold	2,460	–	–	0.19%	105
2018 Q4	$174K	Buy	+2,460	New	+$167K	0.17%	114

Other funds holding PAYX

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

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

First National Bank of South Miami's PAYX Position: Q2 2023 in Review

First National Bank of South Miami reduced its Paychex (PAYX) stake by 13% in Q2 2023, selling an estimated $28.3K and leaving 1,679 shares worth $188K. The position accounts for 0.15% of the portfolio, ranked #127.

First National Bank of South Miami first reported a position in PAYX in Q4 2018 and has held it in 19 quarters since. The position peaked at $272K in Q1 2022. 1,417 funds tracked by Wall St. Rank hold PAYX as of Q2 2023.

First National Bank of South Miami held 1,679 shares of Paychex worth $188K as of Q2 2023.
First National Bank of South Miami sold 259 Paychex shares in Q2 2023, an estimated $28.3K.
Paychex made up 0.15% of First National Bank of South Miami's portfolio in Q2 2023, its #127 holding.
First National Bank of South Miami first reported a position in Paychex in Q4 2018 and has held it in 19 quarters since.
First National Bank of South Miami's Paychex position peaked at $272K in Q1 2022.
1,417 funds tracked by Wall St. Rank held Paychex as of Q2 2023.

Based on First National Bank of South Miami's 13F filing for Q2 2023, filed 12 Jul 2023.