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Seven Springs Wealth Group’s Paychex PAYX Stock Holding History

Seven Springs Wealth 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
-1,929
Closed -$217K – 75
2021
Q3 		$217K Hold
1,929
– – 0.11% 69
2021
Q2 		$207K Buy
+1,929
New +$194K 0.09% 74
2021
Q1 		– Sell
-44
Closed -$4K – 222
2020
Q4 		$4K Buy
+44
New +$3.91K ﹤0.01% 143

Other funds holding PAYX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Seven Springs Wealth Group's PAYX Position: Q4 2021 in Review

Seven Springs Wealth Group sold out of Paychex (PAYX) in Q4 2021, closing a stake of 1,929 shares — an estimated $217K sold.

Seven Springs Wealth Group first reported a position in PAYX in Q4 2020 and held it in 3 quarters. The position peaked at $217K in Q3 2021. 1,439 funds tracked by Wall St. Rank hold PAYX as of Q4 2021.

  • Seven Springs Wealth Group reported no remaining Paychex position as of Q4 2021 after selling out during the quarter.
  • Seven Springs Wealth Group sold 1,929 Paychex shares in Q4 2021, an estimated $217K.
  • Seven Springs Wealth Group first reported a position in Paychex in Q4 2020 and held it in 3 quarters.
  • Seven Springs Wealth Group's Paychex position peaked at $217K in Q3 2021.
  • 1,439 funds tracked by Wall St. Rank held Paychex as of Q4 2021.

Based on Seven Springs Wealth Group's 13F filing for Q4 2021, filed 4 Feb 2022.