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Pinnacle Private Wealth’s Paychex PAYX Stock Holding History

Pinnacle Private Wealth’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
Q2 		$265K Sell
2,330
-220
-9% -$27.6K 0.1% 219
2022
Q1 		$348K Sell
2,550
-40
-2% -$4.91K 0.11% 201
2021
Q4 		$354K Buy
+2,590
New +$320K 0.11% 185

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
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Pinnacle Private Wealth's PAYX Position: Q2 2022 in Review

Pinnacle Private Wealth reduced its Paychex (PAYX) stake by 8.6% in Q2 2022, selling an estimated $27.6K and leaving 2,330 shares worth $265K. The position accounts for 0.1% of the portfolio, ranked #219.

Pinnacle Private Wealth first reported a position in PAYX in Q4 2021 and has held it in 3 quarters since. The position peaked at $354K in Q4 2021. 1,408 funds tracked by Wall St. Rank hold PAYX as of Q2 2022.

  • Pinnacle Private Wealth held 2,330 shares of Paychex worth $265K as of Q2 2022.
  • Pinnacle Private Wealth sold 220 Paychex shares in Q2 2022, an estimated $27.6K.
  • Paychex made up 0.1% of Pinnacle Private Wealth's portfolio in Q2 2022, its #219 holding.
  • Pinnacle Private Wealth first reported a position in Paychex in Q4 2021 and has held it in 3 quarters since.
  • Pinnacle Private Wealth's Paychex position peaked at $354K in Q4 2021.
  • 1,408 funds tracked by Wall St. Rank held Paychex as of Q2 2022.

Based on Pinnacle Private Wealth's 13F filing for Q2 2022, filed 15 Jul 2022.