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Focused Wealth Management’s Paychex PAYX Stock Holding History

Focused 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
2022
Q2 		– Sell
-6
Closed -$1K – 1036
2022
Q1 		$1K Sell
6
-1,400
-100% -$172K ﹤0.01% 913
2021
Q4 		$192K Hold
1,406
– – 0.03% 173
2021
Q3 		$158K Buy
1,406
+6
+0.4% +$674 0.03% 203
2021
Q2 		$150K Hold
1,400
– – 0.02% 212
2021
Q1 		$137K Buy
+1,400
New +$129K 0.02% 227

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 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

Focused Wealth Management's PAYX Position: Q2 2022 in Review

Focused Wealth Management sold out of Paychex (PAYX) in Q2 2022, closing a stake of 6 shares — an estimated $1K sold.

Focused Wealth Management first reported a position in PAYX in Q1 2021 and held it in 5 quarters. The position peaked at $192K in Q4 2021. 1,408 funds tracked by Wall St. Rank hold PAYX as of Q2 2022.

  • Focused Wealth Management reported no remaining Paychex position as of Q2 2022 after selling out during the quarter.
  • Focused Wealth Management sold 6 Paychex shares in Q2 2022, an estimated $1K.
  • Focused Wealth Management first reported a position in Paychex in Q1 2021 and held it in 5 quarters.
  • Focused Wealth Management's Paychex position peaked at $192K in Q4 2021.
  • 1,408 funds tracked by Wall St. Rank held Paychex as of Q2 2022.

Based on Focused Wealth Management's 13F filing for Q2 2022, filed 4 Aug 2022.