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IronBridge Private Wealth’s Paychex PAYX Stock Holding History

IronBridge Private Wealth’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
Q3 		– Sell
-43,078
Closed -$4.62M – 298
2021
Q2 		$4.62M Buy
43,078
+42,286
+5,339% +$4.25M 2.72% 13
2021
Q1 		$78K Hold
792
– – 0.05% 52
2020
Q4 		$74K Buy
+792
New +$70.3K 0.05% 47

Other funds holding PAYX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

IronBridge Private Wealth's PAYX Position: Q3 2021 in Review

IronBridge Private Wealth sold out of Paychex (PAYX) in Q3 2021, closing a stake of 43,078 shares — an estimated $4.62M sold.

IronBridge Private Wealth first reported a position in PAYX in Q4 2020 and held it in 3 quarters. The position peaked at $4.62M in Q2 2021. 1,283 funds tracked by Wall St. Rank hold PAYX as of Q3 2021.

  • IronBridge Private Wealth reported no remaining Paychex position as of Q3 2021 after selling out during the quarter.
  • IronBridge Private Wealth sold 43,078 Paychex shares in Q3 2021, an estimated $4.62M.
  • IronBridge Private Wealth first reported a position in Paychex in Q4 2020 and held it in 3 quarters.
  • IronBridge Private Wealth's Paychex position peaked at $4.62M in Q2 2021.
  • 1,283 funds tracked by Wall St. Rank held Paychex as of Q3 2021.

Based on IronBridge Private Wealth's 13F filing for Q3 2021, filed 12 Jan 2022.