Lenox Wealth Advisors’s Paychex PAYX Stock Holding History

Lenox 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 Q1	$91K	Buy	656 +31	+5%	+$3.81K	0.01%	178
2021 Q4	$85K	Hold	625	–	–	0.01%	185
2021 Q3	$70K	Buy	625 +8	+1%	+$899	0.01%	194
2021 Q2	$66K	Hold	617	–	–	0.01%	197
2021 Q1	$60K	Hold	617	–	–	0.01%	168
2020 Q4	$57K	Hold	617	–	–	0.01%	174
2020 Q3	$49K	Hold	617	–	–	0.01%	167
2020 Q2	$47K	Sell	617 -142	-19%	-$9.84K	0.01%	170
2020 Q1	$48K	Hold	759	–	–	0.01%	141
2019 Q4	$65K	Hold	759	–	–	0.01%	149
2019 Q3	$63K	Buy	759 +358	+89%	+$29.8K	0.01%	138
2019 Q2	$33K	Hold	401	–	–	0.01%	174
2019 Q1	$32K	Hold	401	–	–	0.01%	163
2018 Q4	$26K	Sell	401 -159	-28%	-$10.8K	0.01%	177
2018 Q3	$41K	Hold	560	–	–	0.01%	151
2018 Q2	$38K	Sell	560 -1,974	-78%	-$127K	0.01%	170
2018 Q1	$156K	Buy	2,534 +1,345	+113%	+$88.9K	0.04%	75
2017 Q4	$81K	Buy	+1,189	New	+$78K	0.02%	81
2016 Q4	–	Sell	-88	Closed	-$5K	–	162
2016 Q3	$5K	Hold	88	–	–	﹤0.01%	187
2016 Q2	$5K	Hold	88	–	–	﹤0.01%	192
2016 Q1	$5K	Hold	88	–	–	﹤0.01%	195
2015 Q4	$5K	Buy	+88	New	+$4.6K	﹤0.01%	228

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lenox Wealth Advisors's PAYX Position: Q1 2022 in Review

Lenox Wealth Advisors increased its Paychex (PAYX) stake by 5% in Q1 2022, buying an estimated $3.81K and bringing the position to 656 shares worth $91K. The position accounts for 0.01% of the portfolio, ranked #178.

Lenox Wealth Advisors first reported a position in PAYX in Q4 2015 and has held it in 22 quarters since. The position peaked at $156K in Q1 2018. 1,440 funds tracked by Wall St. Rank hold PAYX as of Q1 2022.

Lenox Wealth Advisors held 656 shares of Paychex worth $91K as of Q1 2022.
Lenox Wealth Advisors bought 31 Paychex shares in Q1 2022, an estimated $3.81K.
Paychex made up 0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #178 holding.
Lenox Wealth Advisors first reported a position in Paychex in Q4 2015 and has held it in 22 quarters since.
Lenox Wealth Advisors's Paychex position peaked at $156K in Q1 2018.
1,440 funds tracked by Wall St. Rank held Paychex as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.