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Insight Wealth Strategies’s Paychex PAYX Stock Holding History

Insight Wealth Strategies’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
2021
Q2 		– Sell
-5,291
Closed -$519K – 219
2021
Q1 		$519K Buy
5,291
+56
+1% +$5.16K 0.07% 143
2020
Q4 		$488K Sell
5,235
-889
-15% -$78.9K 0.08% 115
2020
Q3 		$489K Buy
6,124
+337
+6% +$25.3K 0.09% 102
2020
Q2 		$438K Buy
5,787
+155
+3% +$10.7K 0.1% 95
2020
Q1 		$354K Buy
5,632
+584
+12% +$46.7K 0.09% 104
2019
Q4 		$429K Buy
5,048
+1,698
+51% +$143K 0.09% 145
2019
Q3 		$277K Buy
+3,350
New +$278K 0.07% 162

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Insight Wealth Strategies's PAYX Position: Q2 2021 in Review

Insight Wealth Strategies sold out of Paychex (PAYX) in Q2 2021, closing a stake of 5,291 shares — an estimated $519K sold.

Insight Wealth Strategies first reported a position in PAYX in Q3 2019 and held it in 7 quarters. The position peaked at $519K in Q1 2021. 1,238 funds tracked by Wall St. Rank hold PAYX as of Q2 2021.

  • Insight Wealth Strategies reported no remaining Paychex position as of Q2 2021 after selling out during the quarter.
  • Insight Wealth Strategies sold 5,291 Paychex shares in Q2 2021, an estimated $519K.
  • Insight Wealth Strategies first reported a position in Paychex in Q3 2019 and held it in 7 quarters.
  • Insight Wealth Strategies's Paychex position peaked at $519K in Q1 2021.
  • 1,238 funds tracked by Wall St. Rank held Paychex as of Q2 2021.

Based on Insight Wealth Strategies's 13F filing for Q2 2021, filed 12 Aug 2021.