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Safeguard Investment Advisory Group’s Paychex PAYX Stock Holding History

Safeguard Investment 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
2021
Q1 		– Sell
-109
Closed -$10K – 508
2020
Q4 		$10K Buy
+109
New +$9.68K 0.01% 415

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Safeguard Investment Advisory Group's PAYX Position: Q1 2021 in Review

Safeguard Investment Advisory Group sold out of Paychex (PAYX) in Q1 2021, closing a stake of 109 shares — an estimated $10K sold.

Safeguard Investment Advisory Group first reported a position in PAYX in Q4 2020 and held it in 1 quarter. The position peaked at $10K in Q4 2020. 1,225 funds tracked by Wall St. Rank hold PAYX as of Q1 2021.

  • Safeguard Investment Advisory Group reported no remaining Paychex position as of Q1 2021 after selling out during the quarter.
  • Safeguard Investment Advisory Group sold 109 Paychex shares in Q1 2021, an estimated $10K.
  • Safeguard Investment Advisory Group first reported a position in Paychex in Q4 2020 and held it in 1 quarter.
  • Safeguard Investment Advisory Group's Paychex position peaked at $10K in Q4 2020.
  • 1,225 funds tracked by Wall St. Rank held Paychex as of Q1 2021.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2021, filed 10 May 2021.