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Gupta Wealth Management’s Paychex PAYX Stock Holding History

Gupta Wealth Management’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
2016
Q1 		$6K Sell
107
-885
-89% -$44.6K ﹤0.01% 940
2015
Q4 		$52K Sell
992
-205
-17% -$10.7K 0.01% 431
2015
Q3 		$57K Buy
1,197
+430
+56% +$20.1K 0.01% 425
2015
Q2 		$36K Sell
767
-296
-28% -$14.5K 0.01% 545
2015
Q1 		$53K Buy
+1,063
New +$51.6K 0.02% 395

Other funds holding PAYX

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 $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return

Gupta Wealth Management's PAYX Position: Q1 2016 in Review

Gupta Wealth Management reduced its Paychex (PAYX) stake by 89% in Q1 2016, selling an estimated $44.6K and leaving 107 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #940.

Gupta Wealth Management first reported a position in PAYX in Q1 2015 and has held it in 5 quarters since. The position peaked at $57K in Q3 2015. 829 funds tracked by Wall St. Rank hold PAYX as of Q1 2016.

  • Gupta Wealth Management held 107 shares of Paychex worth $6K as of Q1 2016.
  • Gupta Wealth Management sold 885 Paychex shares in Q1 2016, an estimated $44.6K.
  • Paychex made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #940 holding.
  • Gupta Wealth Management first reported a position in Paychex in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Paychex position peaked at $57K in Q3 2015.
  • 829 funds tracked by Wall St. Rank held Paychex as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.