Squar Milner Financial Services’s Paychex PAYX Stock Holding History

Squar Milner Financial Services’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
2020 Q2	–	Sell	-272	Closed	-$17K	–	552
2020 Q1	$17K	Hold	272	–	–	0.01%	495
2019 Q4	$23K	Buy	+272	New	+$22.9K	0.01%	503
2019 Q3	–	Sell	-272	Closed	-$22K	–	561
2019 Q2	$22K	Hold	272	–	–	0.01%	451
2019 Q1	$21K	Hold	272	–	–	0.02%	423
2018 Q4	$18K	Hold	272	–	–	0.02%	404
2018 Q3	$20K	Sell	272 -703	-72%	-$50.5K	0.02%	413
2018 Q2	$67K	Buy	+975	New	+$62.9K	0.06%	295

Other funds holding PAYX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Squar Milner Financial Services's PAYX Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Paychex (PAYX) in Q2 2020, closing a stake of 272 shares — an estimated $17K sold.

Squar Milner Financial Services first reported a position in PAYX in Q2 2018 and held it in 7 quarters. The position peaked at $67K in Q2 2018. 1,095 funds tracked by Wall St. Rank hold PAYX as of Q2 2020.

Squar Milner Financial Services reported no remaining Paychex position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 272 Paychex shares in Q2 2020, an estimated $17K.
Squar Milner Financial Services first reported a position in Paychex in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's Paychex position peaked at $67K in Q2 2018.
1,095 funds tracked by Wall St. Rank held Paychex as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.