Surevest’s Paychex PAYX Stock Holding History

Surevest’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 Q3	$1K	Hold	10	–	–	﹤0.01%	478
2022 Q2	$1K	Hold	10	–	–	﹤0.01%	519
2022 Q1	$1K	Hold	10	–	–	﹤0.01%	491
2021 Q4	$1K	Buy	+10	New	+$1.24K	﹤0.01%	500

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

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

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

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

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

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Surevest's PAYX Position: Q3 2022 in Review

Surevest held its Paychex (PAYX) position steady in Q3 2022 at 10 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #478.

Surevest first reported a position in PAYX in Q4 2021 and has held it in 4 quarters since. 1,424 funds tracked by Wall St. Rank hold PAYX as of Q3 2022.

Surevest held 10 shares of Paychex worth $1K as of Q3 2022.
Surevest left its Paychex share count unchanged in Q3 2022.
Paychex made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #478 holding.
Surevest first reported a position in Paychex in Q4 2021 and has held it in 4 quarters since.
1,424 funds tracked by Wall St. Rank held Paychex as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.