FourThought Financial’s Paychex PAYX Stock Holding History

FourThought Financial’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 Q3	$431K	Sell	3,842 -1,125	-23%	-$139K	0.06%	200
2022 Q2	$566K	Sell	4,967 -167	-3%	-$21K	0.08%	165
2022 Q1	$697K	Sell	5,134 -130	-2%	-$16K	0.09%	153
2021 Q4	$719K	Sell	5,264 -422	-7%	-$52.2K	0.09%	153
2021 Q3	$639K	Sell	5,686 -806	-12%	-$90.5K	0.09%	171
2021 Q2	$696K	Sell	6,492 -581	-8%	-$58.4K	0.09%	170
2021 Q1	$693K	Buy	7,073 +541	+8%	+$49.8K	0.1%	155
2020 Q4	$608K	Buy	+6,532	New	+$580K	0.1%	163

Other funds holding PAYX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

FourThought Financial's PAYX Position: Q3 2022 in Review

FourThought Financial reduced its Paychex (PAYX) stake by 23% in Q3 2022, selling an estimated $139K and leaving 3,842 shares worth $431K. The position accounts for 0.06% of the portfolio, ranked #200.

FourThought Financial first reported a position in PAYX in Q4 2020 and has held it in 8 quarters since. The position peaked at $719K in Q4 2021. 1,425 funds tracked by Wall St. Rank hold PAYX as of Q3 2022.

FourThought Financial held 3,842 shares of Paychex worth $431K as of Q3 2022.
FourThought Financial sold 1,125 Paychex shares in Q3 2022, an estimated $139K.
Paychex made up 0.06% of FourThought Financial's portfolio in Q3 2022, its #200 holding.
FourThought Financial first reported a position in Paychex in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's Paychex position peaked at $719K in Q4 2021.
1,425 funds tracked by Wall St. Rank held Paychex as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.