LWANC
PAYX icon

Laurel Wealth Advisors (North Carolina)’s Paychex PAYX Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
-125
Closed -$13K – 719
2021
Q2 		$13K Sell
125
-15
-11% -$1.51K ﹤0.01% 432
2021
Q1 		$14K Sell
140
-10
-7% -$921 ﹤0.01% 390
2020
Q4 		$14K Hold
150
– – ﹤0.01% 388
2020
Q3 		$12K Hold
150
– – ﹤0.01% 376
2020
Q2 		$11K Hold
150
– – ﹤0.01% 373
2020
Q1 		$9K Sell
150
-175
-54% -$14K ﹤0.01% 373
2019
Q4 		$28K Buy
+325
New +$27.4K 0.01% 299

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s PAYX Position: Q3 2021 in Review

Laurel Wealth Advisors (North Carolina) sold out of Paychex (PAYX) in Q3 2021, closing a stake of 125 shares — an estimated $13K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in PAYX in Q4 2019 and held it in 7 quarters. The position peaked at $28K in Q4 2019. 1,282 funds tracked by Wall St. Rank hold PAYX as of Q3 2021.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Paychex position as of Q3 2021 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 125 Paychex shares in Q3 2021, an estimated $13K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Paychex in Q4 2019 and held it in 7 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Paychex position peaked at $28K in Q4 2019.
  • 1,282 funds tracked by Wall St. Rank held Paychex as of Q3 2021.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q3 2021, filed 12 Nov 2021.