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Resource Planning Group’s Paychex PAYX Stock Holding History

Resource Planning 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
2021
Q4 		– Sell
-1,851
Closed -$208K – 82
2021
Q3 		$208K Sell
1,851
-162
-8% -$18.2K 0.13% 84
2021
Q2 		$216K Buy
+2,013
New +$202K 0.13% 79

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Resource Planning Group's PAYX Position: Q4 2021 in Review

Resource Planning Group sold out of Paychex (PAYX) in Q4 2021, closing a stake of 1,851 shares — an estimated $208K sold.

Resource Planning Group first reported a position in PAYX in Q2 2021 and held it in 2 quarters. The position peaked at $216K in Q2 2021. 1,440 funds tracked by Wall St. Rank hold PAYX as of Q4 2021.

  • Resource Planning Group reported no remaining Paychex position as of Q4 2021 after selling out during the quarter.
  • Resource Planning Group sold 1,851 Paychex shares in Q4 2021, an estimated $208K.
  • Resource Planning Group first reported a position in Paychex in Q2 2021 and held it in 2 quarters.
  • Resource Planning Group's Paychex position peaked at $216K in Q2 2021.
  • 1,440 funds tracked by Wall St. Rank held Paychex as of Q4 2021.

Based on Resource Planning Group's 13F filing for Q4 2021, filed 12 Jan 2022.