IAG Wealth Partners’s Paychex PAYX Stock Holding History

IAG Wealth Partners’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
2020 Q2	–	Sell	-20	Closed	-$2K	–	440
2020 Q1	$2K	Hold	20	–	–	﹤0.01%	345
2019 Q4	$2K	Buy	+20	New	+$1.69K	﹤0.01%	386

Other funds holding PAYX

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

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

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

IAG Wealth Partners's PAYX Position: Q2 2020 in Review

IAG Wealth Partners sold out of Paychex (PAYX) in Q2 2020, closing a stake of 20 shares — an estimated $2K sold.

IAG Wealth Partners first reported a position in PAYX in Q4 2019 and held it in 2 quarters. The position peaked at $2K in Q1 2020. 1,094 funds tracked by Wall St. Rank hold PAYX as of Q2 2020.

IAG Wealth Partners reported no remaining Paychex position as of Q2 2020 after selling out during the quarter.
IAG Wealth Partners sold 20 Paychex shares in Q2 2020, an estimated $2K.
IAG Wealth Partners first reported a position in Paychex in Q4 2019 and held it in 2 quarters.
IAG Wealth Partners's Paychex position peaked at $2K in Q1 2020.
1,094 funds tracked by Wall St. Rank held Paychex as of Q2 2020.

Based on IAG Wealth Partners's 13F filing for Q2 2020, filed 11 Feb 2021.