MLFP
PAYX icon

MPS Loria Financial Planners’s Paychex PAYX Stock Holding History

MPS Loria Financial Planners’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
-404
Closed -$39K – 440
2021
Q1 		$39K Hold
404
– – 0.02% 184
2020
Q4 		$37K Buy
+404
New +$35.9K 0.02% 185
2017
Q3 		– Sell
-400
Closed -$22K – 267
2017
Q2 		$22K Buy
+400
New +$23.5K 0.01% 221

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

MPS Loria Financial Planners's PAYX Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Paychex (PAYX) in Q2 2021, closing a stake of 404 shares — an estimated $39K sold.

MPS Loria Financial Planners first reported a position in PAYX in Q2 2017 and held it in 3 quarters. The position peaked at $39K in Q1 2021. 1,239 funds tracked by Wall St. Rank hold PAYX as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Paychex position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 404 Paychex shares in Q2 2021, an estimated $39K.
  • MPS Loria Financial Planners first reported a position in Paychex in Q2 2017 and held it in 3 quarters.
  • MPS Loria Financial Planners's Paychex position peaked at $39K in Q1 2021.
  • 1,239 funds tracked by Wall St. Rank held Paychex as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.