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True Link Financial Advisors’s Paychex PAYX Stock Holding History

True Link Financial 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
2022
Q1 		– Sell
-22
Closed -$3K – 232
2021
Q4 		$3K Hold
22
– – ﹤0.01% 713
2021
Q3 		$2K Hold
22
– – ﹤0.01% 746
2021
Q2 		$2K Buy
+22
New +$2.21K ﹤0.01% 681

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

True Link Financial Advisors's PAYX Position: Q1 2022 in Review

True Link Financial Advisors sold out of Paychex (PAYX) in Q1 2022, closing a stake of 22 shares — an estimated $3K sold.

True Link Financial Advisors first reported a position in PAYX in Q2 2021 and held it in 3 quarters. The position peaked at $3K in Q4 2021. 1,439 funds tracked by Wall St. Rank hold PAYX as of Q1 2022.

  • True Link Financial Advisors reported no remaining Paychex position as of Q1 2022 after selling out during the quarter.
  • True Link Financial Advisors sold 22 Paychex shares in Q1 2022, an estimated $3K.
  • True Link Financial Advisors first reported a position in Paychex in Q2 2021 and held it in 3 quarters.
  • True Link Financial Advisors's Paychex position peaked at $3K in Q4 2021.
  • 1,439 funds tracked by Wall St. Rank held Paychex as of Q1 2022.

Based on True Link Financial Advisors's 13F filing for Q1 2022, filed 16 May 2022.