Mariner Independent Advisor Network’s Paychex PAYX Stock Holding History

Mariner Independent Advisor Network’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 Q3	$1.37M	Buy	12,246 +608	+5%	+$75.3K	0.06%	316
2022 Q2	$1.33M	Buy	11,638 +21	+0.2%	+$2.64K	0.06%	317
2022 Q1	$1.58M	Buy	11,617 +1,050	+10%	+$129K	0.06%	296
2021 Q4	$1.43M	Sell	10,567 -308	-3%	-$38.1K	0.07%	281
2021 Q3	$1.21M	Sell	10,875 -173	-2%	-$19.4K	0.06%	300
2021 Q2	$1.19M	Buy	+11,048	New	+$1.11M	0.05%	318

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

Mariner Independent Advisor Network's PAYX Position: Q3 2022 in Review

Mariner Independent Advisor Network increased its Paychex (PAYX) stake by 5.2% in Q3 2022, buying an estimated $75.3K and bringing the position to 12,246 shares worth $1.37M. The position accounts for 0.06% of the portfolio, ranked #316.

Mariner Independent Advisor Network first reported a position in PAYX in Q2 2021 and has held it in 6 quarters since. The position peaked at $1.58M in Q1 2022. 1,425 funds tracked by Wall St. Rank hold PAYX as of Q3 2022.

Mariner Independent Advisor Network held 12,246 shares of Paychex worth $1.37M as of Q3 2022.
Mariner Independent Advisor Network bought 608 Paychex shares in Q3 2022, an estimated $75.3K.
Paychex made up 0.06% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #316 holding.
Mariner Independent Advisor Network first reported a position in Paychex in Q2 2021 and has held it in 6 quarters since.
Mariner Independent Advisor Network's Paychex position peaked at $1.58M in Q1 2022.
1,425 funds tracked by Wall St. Rank held Paychex as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.