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Heritage Wealth Management (Arizona)’s Paychex PAYX Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$27K Buy
234
+169
+260% +$19.8K ﹤0.01% 606
2022
Q3 		$7K Hold
65
– – ﹤0.01% 715
2022
Q2 		$7.4K Hold
65
– – ﹤0.01% 714
2022
Q1 		$9K Buy
+65
New +$7.98K ﹤0.01% 727
2021
Q3 		$52K Sell
465
-155
-25% -$17.4K 0.02% 440
2021
Q2 		$67K Sell
620
-325
-34% -$32.7K 0.03% 411
2021
Q1 		$93K Buy
+945
New +$87K 0.05% 259

Other funds holding PAYX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s PAYX Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Paychex (PAYX) stake by 260% in Q4 2022, buying an estimated $19.8K and bringing the position to 234 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #606.

Heritage Wealth Management (Arizona) first reported a position in PAYX in Q1 2021 and has held it in 7 quarters since. The position peaked at $93K in Q1 2021. 1,444 funds tracked by Wall St. Rank hold PAYX as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 234 shares of Paychex worth $27K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 169 Paychex shares in Q4 2022, an estimated $19.8K.
  • Paychex made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #606 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Paychex in Q1 2021 and has held it in 7 quarters since.
  • Heritage Wealth Management (Arizona)'s Paychex position peaked at $93K in Q1 2021.
  • 1,444 funds tracked by Wall St. Rank held Paychex as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.