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Next Financial Group’s Paychex PAYX Stock Holding History

Next Financial Group’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
Q4 		$378K Buy
2,770
+218
+9% +$26.9K 0.02% 650
2021
Q3 		$287K Buy
2,552
+61
+2% +$6.85K 0.02% 681
2021
Q2 		$267K Sell
2,491
-10
-0.4% -$1.01K 0.02% 726
2021
Q1 		$245K Sell
2,501
-98
-4% -$9.03K 0.02% 693
2020
Q4 		$242K Buy
2,599
+1,249
+93% +$111K 0.02% 645
2020
Q3 		$108K Buy
+1,350
New +$101K 0.01% 833
2020
Q2 		– Sell
-2,215
Closed -$139K – 1505
2020
Q1 		$139K Buy
2,215
+110
+5% +$8.79K 0.02% 657
2019
Q4 		$179K Sell
2,105
-39
-2% -$3.29K 0.02% 739
2019
Q3 		$177K Buy
2,144
+100
+5% +$8.31K 0.02% 714
2019
Q2 		$168K Buy
2,044
+731
+56% +$61.6K 0.02% 734
2019
Q1 		$105K Sell
1,313
-723
-36% -$53.3K 0.03% 518
2018
Q4 		$133K Buy
2,036
+832
+69% +$56.4K 0.03% 504
2018
Q3 		$89K Buy
+1,204
New +$86.5K 0.04% 388
2017
Q4 		– Sell
-2,234
Closed -$142K – 1047
2017
Q3 		$142K Sell
2,234
-1,369
-38% -$78.2K 0.04% 401
2017
Q2 		$205K Sell
3,603
-672
-16% -$39.5K 0.05% 344
2017
Q1 		$253K Sell
4,275
-6,328
-60% -$385K 0.07% 267
2016
Q4 		$646K Buy
10,603
+6,522
+160% +$376K 0.11% 204
2016
Q3 		$236K Buy
4,081
+882
+28% +$52.9K 0.04% 415
2016
Q2 		$190K Sell
3,199
-961
-23% -$51.5K 0.06% 312
2016
Q1 		$224K Sell
4,160
-144
-3% -$7.25K 0.08% 264
2015
Q4 		$227K Buy
4,304
+63
+1% +$3.29K 0.08% 244
2015
Q3 		$201K Buy
4,241
+183
+5% +$8.53K 0.07% 281
2015
Q2 		$190K Sell
4,058
-287
-7% -$14K 0.07% 313
2015
Q1 		$215K Sell
4,345
-25
-0.6% -$1.21K 0.07% 298
2014
Q4 		$202K Sell
4,370
-2,149
-33% -$99.2K 0.07% 304
2014
Q3 		$288K Buy
6,519
+6,499
+32,495% +$273K 0.06% 354
2014
Q2 		$1K Buy
+20
New +$822 ﹤0.01% 1162

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Next Financial Group's PAYX Position: Q4 2021 in Review

Next Financial Group increased its Paychex (PAYX) stake by 8.5% in Q4 2021, buying an estimated $26.9K and bringing the position to 2,770 shares worth $378K. The position accounts for 0.02% of the portfolio, ranked #650.

Next Financial Group first reported a position in PAYX in Q2 2014 and has held it in 27 quarters since. The position peaked at $646K in Q4 2016. 1,440 funds tracked by Wall St. Rank hold PAYX as of Q4 2021.

  • Next Financial Group held 2,770 shares of Paychex worth $378K as of Q4 2021.
  • Next Financial Group bought 218 Paychex shares in Q4 2021, an estimated $26.9K.
  • Paychex made up 0.02% of Next Financial Group's portfolio in Q4 2021, its #650 holding.
  • Next Financial Group first reported a position in Paychex in Q2 2014 and has held it in 27 quarters since.
  • Next Financial Group's Paychex position peaked at $646K in Q4 2016.
  • 1,440 funds tracked by Wall St. Rank held Paychex as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.