Graves Light Lenhart Wealth’s Paychex PAYX Stock Holding History

Graves Light Lenhart Wealth’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	–	Sell	-835	Closed	-$95K	–	455
2022 Q2	$95K	Hold	835	–	–	0.01%	239
2022 Q1	$114K	Hold	835	–	–	0.02%	245
2021 Q4	$114K	Hold	835	–	–	0.02%	272
2021 Q3	$94K	Hold	835	–	–	0.01%	286
2021 Q2	$90K	Hold	835	–	–	0.01%	297
2021 Q1	$82K	Sell	835 -168	-17%	-$15.5K	0.01%	308
2020 Q4	$93K	Buy	+1,003	New	+$89.1K	0.02%	278

Other funds holding PAYX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Graves Light Lenhart Wealth's PAYX Position: Q3 2022 in Review

Graves Light Lenhart Wealth sold out of Paychex (PAYX) in Q3 2022, closing a stake of 835 shares — an estimated $95K sold.

Graves Light Lenhart Wealth first reported a position in PAYX in Q4 2020 and held it in 7 quarters. The position peaked at $114K in Q1 2022. 1,424 funds tracked by Wall St. Rank hold PAYX as of Q3 2022.

Graves Light Lenhart Wealth reported no remaining Paychex position as of Q3 2022 after selling out during the quarter.
Graves Light Lenhart Wealth sold 835 Paychex shares in Q3 2022, an estimated $95K.
Graves Light Lenhart Wealth first reported a position in Paychex in Q4 2020 and held it in 7 quarters.
Graves Light Lenhart Wealth's Paychex position peaked at $114K in Q1 2022.
1,424 funds tracked by Wall St. Rank held Paychex as of Q3 2022.

Based on Graves Light Lenhart Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.