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Goodwin Investment Advisory’s Paychex PAYX Stock Holding History

Goodwin 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
2023
Q1 		– Sell
-372
Closed -$43K – 175
2022
Q4 		$43K Hold
372
– – 0.03% 95
2022
Q3 		$42K Sell
372
-37
-9% -$4.58K 0.03% 95
2022
Q2 		$46.6K Sell
409
-15
-4% -$1.88K 0.04% 70
2022
Q1 		$58K Sell
424
-72
-15% -$8.84K 0.04% 74
2021
Q4 		$68K Hold
496
– – 0.05% 65
2021
Q3 		$56K Hold
496
– – 0.05% 63
2021
Q2 		$53K Hold
496
– – 0.06% 65
2021
Q1 		$49K Buy
+496
New +$45.7K 0.06% 69

Other funds holding PAYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
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

Goodwin Investment Advisory's PAYX Position: Q1 2023 in Review

Goodwin Investment Advisory sold out of Paychex (PAYX) in Q1 2023, closing a stake of 372 shares — an estimated $43K sold.

Goodwin Investment Advisory first reported a position in PAYX in Q1 2021 and held it in 8 quarters. The position peaked at $68K in Q4 2021. 1,429 funds tracked by Wall St. Rank hold PAYX as of Q1 2023.

  • Goodwin Investment Advisory reported no remaining Paychex position as of Q1 2023 after selling out during the quarter.
  • Goodwin Investment Advisory sold 372 Paychex shares in Q1 2023, an estimated $43K.
  • Goodwin Investment Advisory first reported a position in Paychex in Q1 2021 and held it in 8 quarters.
  • Goodwin Investment Advisory's Paychex position peaked at $68K in Q4 2021.
  • 1,429 funds tracked by Wall St. Rank held Paychex as of Q1 2023.

Based on Goodwin Investment Advisory's 13F filing for Q1 2023, filed 15 May 2023.