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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 – 551
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
– – 0.08% 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
BlackRock New York $5.7T 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 $501B 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return