UBP Investment Advisors’s Paychex PAYX Stock Holding History

UBP Investment 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
2021 Q2	–	Sell	-5,314	Closed	-$520K	–	130
2021 Q1	$520K	Buy	+5,314	New	+$489K	0.21%	73

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

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

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

Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

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

UBP Investment Advisors's PAYX Position: Q2 2021 in Review

UBP Investment Advisors sold out of Paychex (PAYX) in Q2 2021, closing a stake of 5,314 shares — an estimated $520K sold.

UBP Investment Advisors first reported a position in PAYX in Q1 2021 and held it in 1 quarter. The position peaked at $520K in Q1 2021. 1,238 funds tracked by Wall St. Rank hold PAYX as of Q2 2021.

UBP Investment Advisors reported no remaining Paychex position as of Q2 2021 after selling out during the quarter.
UBP Investment Advisors sold 5,314 Paychex shares in Q2 2021, an estimated $520K.
UBP Investment Advisors first reported a position in Paychex in Q1 2021 and held it in 1 quarter.
UBP Investment Advisors's Paychex position peaked at $520K in Q1 2021.
1,238 funds tracked by Wall St. Rank held Paychex as of Q2 2021.

Based on UBP Investment Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.