TI
PAYX icon

tru Independence’s Paychex PAYX Stock Holding History

tru Independence’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
Q2 		– Sell
-9,857
Closed -$966K – 344
2021
Q1 		$966K Buy
9,857
+17
+0.2% +$1.57K 0.18% 116
2020
Q4 		$917 Buy
9,840
+961
+11% +$85.3K ﹤0.01% 346
2020
Q3 		$709K Sell
8,879
-991
-10% -$74.4K 0.2% 99
2020
Q2 		$748 Buy
9,870
+9,034
+1,081% +$626K 0.11% 141
2020
Q1 		$53 Hold
836
– – 0.01% 301
2019
Q4 		$53K Buy
+836
New +$70.5K 0.01% 371

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

tru Independence's PAYX Position: Q2 2021 in Review

tru Independence sold out of Paychex (PAYX) in Q2 2021, closing a stake of 9,857 shares — an estimated $966K sold.

tru Independence first reported a position in PAYX in Q4 2019 and held it in 6 quarters. The position peaked at $966K in Q1 2021. 1,238 funds tracked by Wall St. Rank hold PAYX as of Q2 2021.

  • tru Independence reported no remaining Paychex position as of Q2 2021 after selling out during the quarter.
  • tru Independence sold 9,857 Paychex shares in Q2 2021, an estimated $966K.
  • tru Independence first reported a position in Paychex in Q4 2019 and held it in 6 quarters.
  • tru Independence's Paychex position peaked at $966K in Q1 2021.
  • 1,238 funds tracked by Wall St. Rank held Paychex as of Q2 2021.

Based on tru Independence's 13F filing for Q2 2021, filed 3 Aug 2021.