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Polaris Wealth Advisory Group’s Paychex PAYX Stock Holding History

Polaris Wealth Advisory 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
2023
Q2 		– Sell
-6,234
Closed -$714K – 181
2023
Q1 		$714K Buy
6,234
+42
+0.7% +$4.78K 0.05% 125
2022
Q4 		$741K Buy
6,192
+82
+1% +$9.6K 0.06% 124
2022
Q3 		$671K Buy
6,110
+92
+2% +$11.4K 0.06% 108
2022
Q2 		$685K Sell
6,018
-1,115
-16% -$140K 0.05% 97
2022
Q1 		$997K Buy
+7,133
New +$876K 0.07% 93
2021
Q1 		– Sell
-183,011
Closed -$16.8M – 194
2020
Q4 		$16.8M Buy
183,011
+3,115
+2% +$277K 1.26% 31
2020
Q3 		$14.7M Buy
+179,896
New +$13.5M 1.38% 29

Other funds holding PAYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Polaris Wealth Advisory Group's PAYX Position: Q2 2023 in Review

Polaris Wealth Advisory Group sold out of Paychex (PAYX) in Q2 2023, closing a stake of 6,234 shares — an estimated $714K sold.

Polaris Wealth Advisory Group first reported a position in PAYX in Q3 2020 and held it in 7 quarters. The position peaked at $16.8M in Q4 2020. 1,417 funds tracked by Wall St. Rank hold PAYX as of Q2 2023.

  • Polaris Wealth Advisory Group reported no remaining Paychex position as of Q2 2023 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 6,234 Paychex shares in Q2 2023, an estimated $714K.
  • Polaris Wealth Advisory Group first reported a position in Paychex in Q3 2020 and held it in 7 quarters.
  • Polaris Wealth Advisory Group's Paychex position peaked at $16.8M in Q4 2020.
  • 1,417 funds tracked by Wall St. Rank held Paychex as of Q2 2023.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2023, filed 7 Aug 2023.