My Legacy Advisors’s Paychex PAYX Stock Holding History

My Legacy 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 Q3	–	Sell	-5,302	Closed	-$616K	–	207
2022 Q2	$616K	Sell	5,302 -2,159	-29%	-$271K	0.31%	126
2022 Q1	$1.02M	Buy	+7,461	New	+$916K	0.47%	60

Other funds holding PAYX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

My Legacy Advisors's PAYX Position: Q3 2022 in Review

My Legacy Advisors sold out of Paychex (PAYX) in Q3 2022, closing a stake of 5,302 shares — an estimated $616K sold.

My Legacy Advisors first reported a position in PAYX in Q1 2022 and held it in 2 quarters. The position peaked at $1.02M in Q1 2022. 1,424 funds tracked by Wall St. Rank hold PAYX as of Q3 2022.

My Legacy Advisors reported no remaining Paychex position as of Q3 2022 after selling out during the quarter.
My Legacy Advisors sold 5,302 Paychex shares in Q3 2022, an estimated $616K.
My Legacy Advisors first reported a position in Paychex in Q1 2022 and held it in 2 quarters.
My Legacy Advisors's Paychex position peaked at $1.02M in Q1 2022.
1,424 funds tracked by Wall St. Rank held Paychex as of Q3 2022.

Based on My Legacy Advisors's 13F filing for Q3 2022, filed 17 Oct 2022.