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Milestone Wealth’s Paychex PAYX Stock Holding History

Milestone 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
2022
Q3 		$15K Hold
134
– – 0.02% 158
2022
Q2 		$15K Hold
134
– – 0.02% 154
2022
Q1 		$18K Hold
134
– – 0.01% 188
2021
Q4 		$18K Buy
+134
New +$16.6K 0.01% 188

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Milestone Wealth's PAYX Position: Q3 2022 in Review

Milestone Wealth held its Paychex (PAYX) position steady in Q3 2022 at 134 shares worth $15K. The position accounts for 0.02% of the portfolio, ranked #158.

Milestone Wealth first reported a position in PAYX in Q4 2021 and has held it in 4 quarters since. The position peaked at $18K in Q1 2022. 1,424 funds tracked by Wall St. Rank hold PAYX as of Q3 2022.

  • Milestone Wealth held 134 shares of Paychex worth $15K as of Q3 2022.
  • Milestone Wealth left its Paychex share count unchanged in Q3 2022.
  • Paychex made up 0.02% of Milestone Wealth's portfolio in Q3 2022, its #158 holding.
  • Milestone Wealth first reported a position in Paychex in Q4 2021 and has held it in 4 quarters since.
  • Milestone Wealth's Paychex position peaked at $18K in Q1 2022.
  • 1,424 funds tracked by Wall St. Rank held Paychex as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.