JFG Wealth Management’s Paychex PAYX Stock Holding History

JFG Wealth Management’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
2019 Q4	–	Sell	-3,000	Closed	-$248K	–	17
2019 Q3	$248K	Hold	3,000	–	–	0.22%	12
2019 Q2	$256K	Buy	+3,000	New	+$253K	0.21%	11

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JFG Wealth Management's PAYX Position: Q4 2019 in Review

JFG Wealth Management sold out of Paychex (PAYX) in Q4 2019, closing a stake of 3,000 shares — an estimated $248K sold.

JFG Wealth Management first reported a position in PAYX in Q2 2019 and held it in 2 quarters. The position peaked at $256K in Q2 2019. 1,180 funds tracked by Wall St. Rank hold PAYX as of Q4 2019.

JFG Wealth Management reported no remaining Paychex position as of Q4 2019 after selling out during the quarter.
JFG Wealth Management sold 3,000 Paychex shares in Q4 2019, an estimated $248K.
JFG Wealth Management first reported a position in Paychex in Q2 2019 and held it in 2 quarters.
JFG Wealth Management's Paychex position peaked at $256K in Q2 2019.
1,180 funds tracked by Wall St. Rank held Paychex as of Q4 2019.

Based on JFG Wealth Management's 13F filing for Q4 2019, filed 6 Feb 2020.