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Motive Wealth Advisors’s Paychex PAYX Stock Holding History

Motive 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
Q4 		– Sell
-2,097
Closed -$235K – 63
2022
Q3 		$235K Sell
2,097
-660
-24% -$81.8K 0.19% 48
2022
Q2 		$314K Sell
2,757
-646
-19% -$81.1K 0.25% 60
2022
Q1 		$465K Sell
3,403
-1,640
-33% -$201K 0.32% 53
2021
Q4 		$688K Sell
5,043
-1,730
-26% -$214K 0.41% 47
2021
Q3 		$762K Sell
6,773
-519
-7% -$58.3K 0.51% 44
2021
Q2 		$782K Buy
+7,292
New +$733K 0.56% 44

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 $3.38T AUM 44.17% 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

Motive Wealth Advisors's PAYX Position: Q4 2022 in Review

Motive Wealth Advisors sold out of Paychex (PAYX) in Q4 2022, closing a stake of 2,097 shares — an estimated $235K sold.

Motive Wealth Advisors first reported a position in PAYX in Q2 2021 and held it in 6 quarters. The position peaked at $782K in Q2 2021. 1,444 funds tracked by Wall St. Rank hold PAYX as of Q4 2022.

  • Motive Wealth Advisors reported no remaining Paychex position as of Q4 2022 after selling out during the quarter.
  • Motive Wealth Advisors sold 2,097 Paychex shares in Q4 2022, an estimated $235K.
  • Motive Wealth Advisors first reported a position in Paychex in Q2 2021 and held it in 6 quarters.
  • Motive Wealth Advisors's Paychex position peaked at $782K in Q2 2021.
  • 1,444 funds tracked by Wall St. Rank held Paychex as of Q4 2022.

Based on Motive Wealth Advisors's 13F filing for Q4 2022, filed 27 Jan 2023.