RPg Family Wealth Advisory’s Paychex PAYX Stock Holding History

RPg Family Wealth Advisory’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
2020 Q4	$14K	Sell	150 -150	-50%	-$13.3K	0.01%	261
2020 Q3	$23.9K	Hold	300	–	–	0.01%	205
2020 Q2	$22.7K	Hold	300	–	–	0.01%	207
2020 Q1	$18.9K	Hold	300	–	–	0.01%	191
2019 Q4	$25.5K	Hold	300	–	–	0.01%	194
2019 Q3	$24.8K	Hold	300	–	–	0.02%	209
2019 Q2	$24.7K	Hold	300	–	–	0.01%	203
2019 Q1	$24.1K	Buy	+300	New	+$22.1K	0.01%	214

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

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

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

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

Select Equity Group New York $19.5B AUM 17.33% 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

RPg Family Wealth Advisory's PAYX Position: Q4 2020 in Review

RPg Family Wealth Advisory reduced its Paychex (PAYX) stake by 50% in Q4 2020, selling an estimated $13.3K and leaving 150 shares worth $14K. The position accounts for 0.01% of the portfolio, ranked #261.

RPg Family Wealth Advisory first reported a position in PAYX in Q1 2019 and has held it in 8 quarters since. The position peaked at $25.5K in Q4 2019. 1,214 funds tracked by Wall St. Rank hold PAYX as of Q4 2020.

RPg Family Wealth Advisory held 150 shares of Paychex worth $14K as of Q4 2020.
RPg Family Wealth Advisory sold 150 Paychex shares in Q4 2020, an estimated $13.3K.
Paychex made up 0.01% of RPg Family Wealth Advisory's portfolio in Q4 2020, its #261 holding.
RPg Family Wealth Advisory first reported a position in Paychex in Q1 2019 and has held it in 8 quarters since.
RPg Family Wealth Advisory's Paychex position peaked at $25.5K in Q4 2019.
1,214 funds tracked by Wall St. Rank held Paychex as of Q4 2020.

Based on RPg Family Wealth Advisory's 13F filing for Q4 2020, filed 16 Feb 2021.