Personal Wealth Partners’s Paychex PAYX Stock Holding History

Personal Wealth Partners’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
2020 Q1	–	Sell	-12	Closed	-$1K	–	444
2019 Q4	$1K	Hold	12	–	–	﹤0.01%	448
2019 Q3	$1K	Buy	+12	New	+$997	﹤0.01%	462

Other funds holding PAYX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Personal Wealth Partners's PAYX Position: Q1 2020 in Review

Personal Wealth Partners sold out of Paychex (PAYX) in Q1 2020, closing a stake of 12 shares — an estimated $1K sold.

Personal Wealth Partners first reported a position in PAYX in Q3 2019 and held it in 2 quarters. The position peaked at $1K in Q4 2019. 1,074 funds tracked by Wall St. Rank hold PAYX as of Q1 2020.

Personal Wealth Partners reported no remaining Paychex position as of Q1 2020 after selling out during the quarter.
Personal Wealth Partners sold 12 Paychex shares in Q1 2020, an estimated $1K.
Personal Wealth Partners first reported a position in Paychex in Q3 2019 and held it in 2 quarters.
Personal Wealth Partners's Paychex position peaked at $1K in Q4 2019.
1,074 funds tracked by Wall St. Rank held Paychex as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.