Stonebridge Financial Planning Group’s Paychex PAYX Stock Holding History

Stonebridge Financial Planning 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
2022 Q1	–	Sell	-300	Closed	-$35K	–	285
2021 Q4	$35K	Hold	300	–	–	0.02%	247
2021 Q3	$37K	Hold	300	–	–	0.02%	243
2021 Q2	$34K	Hold	300	–	–	0.02%	248
2021 Q1	$29K	Hold	300	–	–	0.02%	262
2020 Q4	$28K	Hold	300	–	–	0.02%	244
2020 Q3	$25K	Hold	300	–	–	0.02%	248
2020 Q2	$23K	Hold	300	–	–	0.02%	250
2020 Q1	$20K	Hold	300	–	–	0.02%	246
2019 Q4	$26K	Buy	+300	New	+$25.3K	0.02%	223

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

Stonebridge Financial Planning Group's PAYX Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of Paychex (PAYX) in Q1 2022, closing a stake of 300 shares — an estimated $35K sold.

Stonebridge Financial Planning Group first reported a position in PAYX in Q4 2019 and held it in 9 quarters. The position peaked at $37K in Q3 2021. 1,438 funds tracked by Wall St. Rank hold PAYX as of Q1 2022.

Stonebridge Financial Planning Group reported no remaining Paychex position as of Q1 2022 after selling out during the quarter.
Stonebridge Financial Planning Group sold 300 Paychex shares in Q1 2022, an estimated $35K.
Stonebridge Financial Planning Group first reported a position in Paychex in Q4 2019 and held it in 9 quarters.
Stonebridge Financial Planning Group's Paychex position peaked at $37K in Q3 2021.
1,438 funds tracked by Wall St. Rank held Paychex as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.