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IBEX Wealth Advisors’s Paychex PAYX Stock Holding History

IBEX Wealth Advisors’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
Q2 		– Sell
-1,612
Closed -$220K – 174
2022
Q1 		$220K Buy
1,612
+60
+4% +$7.37K 0.04% 156
2021
Q4 		$212K Sell
1,552
-22
-1% -$2.72K 0.04% 175
2021
Q3 		$177K Buy
+1,574
New +$177K 0.03% 184

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

IBEX Wealth Advisors's PAYX Position: Q2 2022 in Review

IBEX Wealth Advisors sold out of Paychex (PAYX) in Q2 2022, closing a stake of 1,612 shares — an estimated $220K sold.

IBEX Wealth Advisors first reported a position in PAYX in Q3 2021 and held it in 3 quarters. The position peaked at $220K in Q1 2022. 1,408 funds tracked by Wall St. Rank hold PAYX as of Q2 2022.

  • IBEX Wealth Advisors reported no remaining Paychex position as of Q2 2022 after selling out during the quarter.
  • IBEX Wealth Advisors sold 1,612 Paychex shares in Q2 2022, an estimated $220K.
  • IBEX Wealth Advisors first reported a position in Paychex in Q3 2021 and held it in 3 quarters.
  • IBEX Wealth Advisors's Paychex position peaked at $220K in Q1 2022.
  • 1,408 funds tracked by Wall St. Rank held Paychex as of Q2 2022.

Based on IBEX Wealth Advisors's 13F filing for Q2 2022, filed 16 Aug 2022.