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Northwest Wealth Management’s Paychex PAYX Stock Holding History

Northwest Wealth Management’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
2019
Q2 		– Sell
-46
Closed -$4K – 365
2019
Q1 		$4K Buy
46
+1
+2% +$74 ﹤0.01% 432
2018
Q4 		$3K Hold
45
– – ﹤0.01% 435
2018
Q3 		$3K Hold
45
– – ﹤0.01% 468
2018
Q2 		$3K Buy
45
+1
+2% +$65 ﹤0.01% 454
2018
Q1 		$3K Buy
+44
New +$2.91K ﹤0.01% 467

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Northwest Wealth Management's PAYX Position: Q2 2019 in Review

Northwest Wealth Management sold out of Paychex (PAYX) in Q2 2019, closing a stake of 46 shares — an estimated $4K sold.

Northwest Wealth Management first reported a position in PAYX in Q1 2018 and held it in 5 quarters. The position peaked at $4K in Q1 2019. 1,101 funds tracked by Wall St. Rank hold PAYX as of Q2 2019.

  • Northwest Wealth Management reported no remaining Paychex position as of Q2 2019 after selling out during the quarter.
  • Northwest Wealth Management sold 46 Paychex shares in Q2 2019, an estimated $4K.
  • Northwest Wealth Management first reported a position in Paychex in Q1 2018 and held it in 5 quarters.
  • Northwest Wealth Management's Paychex position peaked at $4K in Q1 2019.
  • 1,101 funds tracked by Wall St. Rank held Paychex as of Q2 2019.

Based on Northwest Wealth Management's 13F filing for Q2 2019, filed 23 Jul 2019.