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Mountain Capital Investment Advisors’s Paychex PAYX Stock Holding History

Mountain Capital Investment 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
2021
Q2 		– Sell
-15,516
Closed -$1.49M – 138
2021
Q1 		$1.49M Buy
15,516
+2,543
+20% +$234K 0.75% 35
2020
Q4 		$1.18M Sell
12,973
-2,860
-18% -$254K 0.71% 40
2020
Q3 		$1.31M Buy
+15,833
New +$1.19M 0.85% 40
2017
Q4 		– Sell
-296
Closed -$18K – 314
2017
Q3 		$18K Sell
296
-40
-12% -$2.28K 0.02% 199
2017
Q2 		$19K Buy
+336
New +$19.7K 0.02% 217

Other funds holding PAYX

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Mountain Capital Investment Advisors's PAYX Position: Q2 2021 in Review

Mountain Capital Investment Advisors sold out of Paychex (PAYX) in Q2 2021, closing a stake of 15,516 shares — an estimated $1.49M sold.

Mountain Capital Investment Advisors first reported a position in PAYX in Q2 2017 and held it in 5 quarters. The position peaked at $1.49M in Q1 2021. 1,239 funds tracked by Wall St. Rank hold PAYX as of Q2 2021.

  • Mountain Capital Investment Advisors reported no remaining Paychex position as of Q2 2021 after selling out during the quarter.
  • Mountain Capital Investment Advisors sold 15,516 Paychex shares in Q2 2021, an estimated $1.49M.
  • Mountain Capital Investment Advisors first reported a position in Paychex in Q2 2017 and held it in 5 quarters.
  • Mountain Capital Investment Advisors's Paychex position peaked at $1.49M in Q1 2021.
  • 1,239 funds tracked by Wall St. Rank held Paychex as of Q2 2021.

Based on Mountain Capital Investment Advisors's 13F filing for Q2 2021, filed 9 Jul 2021.