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Minot Wealth Management’s Paychex PAYX Stock Holding History

Minot 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
2022
Q2 		$3.17M Sell
27,809
-333
-1% -$41.8K 0.81% 37
2022
Q1 		$3.84M Sell
28,142
-11
-0% -$1.35K 0.83% 35
2021
Q4 		$3.84M Hold
28,153
– – 0.74% 41
2021
Q3 		$3.17M Buy
28,153
+2,561
+10% +$288K 0.68% 44
2021
Q2 		$2.86M Buy
25,592
+1,040
+4% +$105K 0.62% 46
2021
Q1 		$2.41M Sell
24,552
-8,987
-27% -$828K 0.61% 50
2020
Q4 		$3.13M Buy
33,539
+19,110
+132% +$1.7M 0.93% 42
2020
Q3 		$1.15M Buy
14,429
+2,830
+24% +$213K 0.43% 67
2020
Q2 		$879K Buy
11,599
+3,470
+43% +$240K 0.44% 66
2020
Q1 		$511K Buy
8,129
+1,822
+29% +$146K 0.37% 72
2019
Q4 		$565K Buy
+6,307
New +$532K 0.26% 82

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

Minot Wealth Management's PAYX Position: Q2 2022 in Review

Minot Wealth Management reduced its Paychex (PAYX) stake by 1.2% in Q2 2022, selling an estimated $41.8K and leaving 27,809 shares worth $3.17M. The position accounts for 0.81% of the portfolio, ranked #37.

Minot Wealth Management first reported a position in PAYX in Q4 2019 and has held it in 11 quarters since. The position peaked at $3.84M in Q4 2021. 1,409 funds tracked by Wall St. Rank hold PAYX as of Q2 2022.

  • Minot Wealth Management held 27,809 shares of Paychex worth $3.17M as of Q2 2022.
  • Minot Wealth Management sold 333 Paychex shares in Q2 2022, an estimated $41.8K.
  • Paychex made up 0.81% of Minot Wealth Management's portfolio in Q2 2022, its #37 holding.
  • Minot Wealth Management first reported a position in Paychex in Q4 2019 and has held it in 11 quarters since.
  • Minot Wealth Management's Paychex position peaked at $3.84M in Q4 2021.
  • 1,409 funds tracked by Wall St. Rank held Paychex as of Q2 2022.

Based on Minot Wealth Management's 13F filing for Q2 2022, filed 12 Jul 2022.