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Pin Oak Investment Advisors’s Paychex PAYX Stock Holding History

Pin Oak Investment 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
2021
Q1 		– Sell
-159
Closed -$15K – 424
2020
Q4 		$15K Hold
159
– – 0.01% 297
2020
Q3 		$13K Hold
159
– – 0.01% 288
2020
Q2 		$12K Hold
159
– – 0.01% 280
2020
Q1 		$10K Hold
159
– – 0.01% 297
2019
Q4 		$14K Hold
159
– – 0.01% 295
2019
Q3 		$13K Hold
159
– – 0.01% 300
2019
Q2 		$13K Buy
+159
New +$13.4K 0.01% 323

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pin Oak Investment Advisors's PAYX Position: Q1 2021 in Review

Pin Oak Investment Advisors sold out of Paychex (PAYX) in Q1 2021, closing a stake of 159 shares — an estimated $15K sold.

Pin Oak Investment Advisors first reported a position in PAYX in Q2 2019 and held it in 7 quarters. The position peaked at $15K in Q4 2020. 1,225 funds tracked by Wall St. Rank hold PAYX as of Q1 2021.

  • Pin Oak Investment Advisors reported no remaining Paychex position as of Q1 2021 after selling out during the quarter.
  • Pin Oak Investment Advisors sold 159 Paychex shares in Q1 2021, an estimated $15K.
  • Pin Oak Investment Advisors first reported a position in Paychex in Q2 2019 and held it in 7 quarters.
  • Pin Oak Investment Advisors's Paychex position peaked at $15K in Q4 2020.
  • 1,225 funds tracked by Wall St. Rank held Paychex as of Q1 2021.

Based on Pin Oak Investment Advisors's 13F filing for Q1 2021, filed 12 May 2021.