High Net Worth Advisory Group’s Paychex PAYX Stock Holding History

High Net Worth Advisory Group’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	-1,272	Closed	-$147K	–	456
2022 Q4	$147K	Buy	1,272 +1	+0.1%	+$117	0.06%	210
2022 Q3	$143K	Hold	1,271	–	–	0.06%	209
2022 Q2	$145K	Buy	1,271 +1	+0.1%	+$126	0.06%	213
2022 Q1	$173K	Buy	1,270 +500	+65%	+$61.4K	0.06%	201
2021 Q4	$105K	Buy	+770	New	+$95.2K	0.04%	248

Other funds holding PAYX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

High Net Worth Advisory Group's PAYX Position: Q1 2023 in Review

High Net Worth Advisory Group sold out of Paychex (PAYX) in Q1 2023, closing a stake of 1,272 shares — an estimated $147K sold.

High Net Worth Advisory Group first reported a position in PAYX in Q4 2021 and held it in 5 quarters. The position peaked at $173K in Q1 2022. 1,429 funds tracked by Wall St. Rank hold PAYX as of Q1 2023.

High Net Worth Advisory Group reported no remaining Paychex position as of Q1 2023 after selling out during the quarter.
High Net Worth Advisory Group sold 1,272 Paychex shares in Q1 2023, an estimated $147K.
High Net Worth Advisory Group first reported a position in Paychex in Q4 2021 and held it in 5 quarters.
High Net Worth Advisory Group's Paychex position peaked at $173K in Q1 2022.
1,429 funds tracked by Wall St. Rank held Paychex as of Q1 2023.

Based on High Net Worth Advisory Group's 13F filing for Q1 2023, filed 20 Apr 2023.