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Sound View Wealth Advisors’s Paychex PAYX Stock Holding History

Sound View Wealth Advisors’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
2019
Q1 		$913K Sell
11,381
-64
-0.6% -$4.72K 0.29% 93
2018
Q4 		$746K Buy
+11,445
New +$775K 0.27% 103

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sound View Wealth Advisors's PAYX Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its Paychex (PAYX) stake by 0.56% in Q1 2019, selling an estimated $4.72K and leaving 11,381 shares worth $913K. The position accounts for 0.29% of the portfolio, ranked #93.

Sound View Wealth Advisors first reported a position in PAYX in Q4 2018 and has held it in 2 quarters since. 1,080 funds tracked by Wall St. Rank hold PAYX as of Q1 2019.

  • Sound View Wealth Advisors held 11,381 shares of Paychex worth $913K as of Q1 2019.
  • Sound View Wealth Advisors sold 64 Paychex shares in Q1 2019, an estimated $4.72K.
  • Paychex made up 0.29% of Sound View Wealth Advisors's portfolio in Q1 2019, its #93 holding.
  • Sound View Wealth Advisors first reported a position in Paychex in Q4 2018 and has held it in 2 quarters since.
  • 1,080 funds tracked by Wall St. Rank held Paychex as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.