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Global Wealth Management Investment Advisory’s Paychex PAYX Stock Holding History

Global Wealth Management Investment Advisory’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
2019
Q4 		– Sell
-19
Closed -$2K – 696
2019
Q3 		$2K Hold
19
– – ﹤0.01% 532
2019
Q2 		$2K Hold
19
– – ﹤0.01% 582
2019
Q1 		$2K Hold
19
– – ﹤0.01% 566
2018
Q4 		$1K Buy
+19
New +$1.29K ﹤0.01% 661

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 $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Global Wealth Management Investment Advisory's PAYX Position: Q4 2019 in Review

Global Wealth Management Investment Advisory sold out of Paychex (PAYX) in Q4 2019, closing a stake of 19 shares — an estimated $2K sold.

Global Wealth Management Investment Advisory first reported a position in PAYX in Q4 2018 and held it in 4 quarters. The position peaked at $2K in Q3 2019. 1,181 funds tracked by Wall St. Rank hold PAYX as of Q4 2019.

  • Global Wealth Management Investment Advisory reported no remaining Paychex position as of Q4 2019 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 19 Paychex shares in Q4 2019, an estimated $2K.
  • Global Wealth Management Investment Advisory first reported a position in Paychex in Q4 2018 and held it in 4 quarters.
  • Global Wealth Management Investment Advisory's Paychex position peaked at $2K in Q3 2019.
  • 1,181 funds tracked by Wall St. Rank held Paychex as of Q4 2019.

Based on Global Wealth Management Investment Advisory's 13F filing for Q4 2019, filed 14 Feb 2020.