Halpern Financial’s Paychex PAYX Stock Holding History

Halpern Financial’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	-71	Closed	-$8.09K	–	288
2022 Q2	$8.09K	Buy	+71	New	+$8.92K	﹤0.01%	176
2021 Q2	–	Sell	-17	Closed	-$1.67K	–	256
2021 Q1	$1.67K	Buy	+17	New	+$1.57K	﹤0.01%	227

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 $3.37T AUM 44.26% 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

Halpern Financial's PAYX Position: Q3 2022 in Review

Halpern Financial sold out of Paychex (PAYX) in Q3 2022, closing a stake of 71 shares — an estimated $8.09K sold.

Halpern Financial first reported a position in PAYX in Q1 2021 and held it in 2 quarters. The position peaked at $8.09K in Q2 2022. 1,424 funds tracked by Wall St. Rank hold PAYX as of Q3 2022.

Halpern Financial reported no remaining Paychex position as of Q3 2022 after selling out during the quarter.
Halpern Financial sold 71 Paychex shares in Q3 2022, an estimated $8.09K.
Halpern Financial first reported a position in Paychex in Q1 2021 and held it in 2 quarters.
Halpern Financial's Paychex position peaked at $8.09K in Q2 2022.
1,424 funds tracked by Wall St. Rank held Paychex as of Q3 2022.

Based on Halpern Financial's 13F filing for Q3 2022, filed 21 Sep 2023.