Selective Wealth Management’s Paychex PAYX Stock Holding History

Selective 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
2022 Q4	–	Sell	-678	Closed	-$76K	–	550
2022 Q3	$76K	Sell	678 -100	-13%	-$12.4K	0.03%	248
2022 Q2	$89K	Buy	778 +100	+15%	+$12.6K	0.03%	237
2022 Q1	$93K	Sell	678 -225	-25%	-$27.6K	0.03%	217
2021 Q4	$123K	Hold	903	–	–	0.05%	175
2021 Q3	$102K	Buy	903 +225	+33%	+$25.3K	0.05%	183
2021 Q2	$73K	Hold	678	–	–	0.06%	144
2021 Q1	$66K	Hold	678	–	–	0.06%	109
2020 Q4	$63K	Hold	678	–	–	0.04%	100
2020 Q3	$54K	Hold	678	–	–	0.04%	96
2020 Q2	$51K	Hold	678	–	–	0.04%	104
2020 Q1	$43K	Hold	678	–	–	0.07%	69
2019 Q4	$58K	Hold	678	–	–	0.07%	70
2019 Q3	$56K	Buy	+678	New	+$56.3K	0.08%	74

Other funds holding PAYX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Selective Wealth Management's PAYX Position: Q4 2022 in Review

Selective Wealth Management sold out of Paychex (PAYX) in Q4 2022, closing a stake of 678 shares — an estimated $76K sold.

Selective Wealth Management first reported a position in PAYX in Q3 2019 and held it in 13 quarters. The position peaked at $123K in Q4 2021. 1,444 funds tracked by Wall St. Rank hold PAYX as of Q4 2022.

Selective Wealth Management reported no remaining Paychex position as of Q4 2022 after selling out during the quarter.
Selective Wealth Management sold 678 Paychex shares in Q4 2022, an estimated $76K.
Selective Wealth Management first reported a position in Paychex in Q3 2019 and held it in 13 quarters.
Selective Wealth Management's Paychex position peaked at $123K in Q4 2021.
1,444 funds tracked by Wall St. Rank held Paychex as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.