PRW Wealth Management’s Paychex PAYX Stock Holding History

PRW 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	-20	Closed	-$2K	–	490
2019 Q1	$2K	Hold	20	–	–	﹤0.01%	517
2018 Q4	$1K	Buy	+20	New	+$1.35K	﹤0.01%	613

Other funds holding PAYX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

PRW Wealth Management sold out of Paychex (PAYX) in Q2 2019, closing a stake of 20 shares — an estimated $2K sold.

PRW Wealth Management first reported a position in PAYX in Q4 2018 and held it in 2 quarters. The position peaked at $2K in Q1 2019. 1,101 funds tracked by Wall St. Rank hold PAYX as of Q2 2019.

PRW Wealth Management reported no remaining Paychex position as of Q2 2019 after selling out during the quarter.
PRW Wealth Management sold 20 Paychex shares in Q2 2019, an estimated $2K.
PRW Wealth Management first reported a position in Paychex in Q4 2018 and held it in 2 quarters.
PRW Wealth Management's Paychex position peaked at $2K in Q1 2019.
1,101 funds tracked by Wall St. Rank held Paychex as of Q2 2019.

Based on PRW Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.