Wealth Architects’s Paychex PAYX Stock Holding History

Wealth Architects’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
2019 Q1	–	Sell	-3,816	Closed	-$249K	–	143
2018 Q4	$249K	Hold	3,816	–	–	0.09%	97
2018 Q3	$281K	Buy	+3,816	New	+$274K	0.09%	107

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealth Architects's PAYX Position: Q1 2019 in Review

Wealth Architects sold out of Paychex (PAYX) in Q1 2019, closing a stake of 3,816 shares — an estimated $249K sold.

Wealth Architects first reported a position in PAYX in Q3 2018 and held it in 2 quarters. The position peaked at $281K in Q3 2018. 1,080 funds tracked by Wall St. Rank hold PAYX as of Q1 2019.

Wealth Architects reported no remaining Paychex position as of Q1 2019 after selling out during the quarter.
Wealth Architects sold 3,816 Paychex shares in Q1 2019, an estimated $249K.
Wealth Architects first reported a position in Paychex in Q3 2018 and held it in 2 quarters.
Wealth Architects's Paychex position peaked at $281K in Q3 2018.
1,080 funds tracked by Wall St. Rank held Paychex as of Q1 2019.

Based on Wealth Architects's 13F filing for Q1 2019, filed 1 May 2019.