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Freedman Financial Associates’s Paychex PAYX Stock Holding History

Freedman Financial Associates’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
-85
Closed -$12K – 294
2022
Q1 		$12K Hold
85
– – 0.01% 345
2021
Q4 		$12K Hold
85
– – 0.01% 328
2021
Q3 		$10K Hold
85
– – 0.01% 348
2021
Q2 		$9K Hold
85
– – 0.01% 352
2021
Q1 		$8K Hold
85
– – 0.01% 368
2020
Q4 		$8K Buy
+85
New +$7.55K 0.01% 362

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BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Freedman Financial Associates's PAYX Position: Q2 2022 in Review

Freedman Financial Associates sold out of Paychex (PAYX) in Q2 2022, closing a stake of 85 shares — an estimated $12K sold.

Freedman Financial Associates first reported a position in PAYX in Q4 2020 and held it in 6 quarters. The position peaked at $12K in Q1 2022. 1,408 funds tracked by Wall St. Rank hold PAYX as of Q2 2022.

  • Freedman Financial Associates reported no remaining Paychex position as of Q2 2022 after selling out during the quarter.
  • Freedman Financial Associates sold 85 Paychex shares in Q2 2022, an estimated $12K.
  • Freedman Financial Associates first reported a position in Paychex in Q4 2020 and held it in 6 quarters.
  • Freedman Financial Associates's Paychex position peaked at $12K in Q1 2022.
  • 1,408 funds tracked by Wall St. Rank held Paychex as of Q2 2022.

Based on Freedman Financial Associates's 13F filing for Q2 2022.