Truepoint Inc’s Paychex PAYX Stock Holding History

Truepoint Inc’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 Q1	–	Sell	-2,902	Closed	-$247K	–	90
2019 Q4	$247K	Hold	2,902	–	–	0.02%	105
2019 Q3	$240K	Hold	2,902	–	–	0.02%	101
2019 Q2	$239K	Buy	+2,902	New	+$245K	0.02%	108

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

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

Norges Bank Oslo, Norway $935B AUM

Truepoint Inc's PAYX Position: Q1 2020 in Review

Truepoint Inc sold out of Paychex (PAYX) in Q1 2020, closing a stake of 2,902 shares — an estimated $247K sold.

Truepoint Inc first reported a position in PAYX in Q2 2019 and held it in 3 quarters. The position peaked at $247K in Q4 2019. 1,074 funds tracked by Wall St. Rank hold PAYX as of Q1 2020.

Truepoint Inc reported no remaining Paychex position as of Q1 2020 after selling out during the quarter.
Truepoint Inc sold 2,902 Paychex shares in Q1 2020, an estimated $247K.
Truepoint Inc first reported a position in Paychex in Q2 2019 and held it in 3 quarters.
Truepoint Inc's Paychex position peaked at $247K in Q4 2019.
1,074 funds tracked by Wall St. Rank held Paychex as of Q1 2020.

Based on Truepoint Inc's 13F filing for Q1 2020, filed 13 May 2020.