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Wealthfront’s Paychex PAYX Stock Holding History

Wealthfront’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
2018
Q3 		$667K Sell
9,052
-355
-4% -$25.5K 0.01% 337
2018
Q2 		$643K Buy
9,407
+701
+8% +$45.2K 0.01% 330
2018
Q1 		$536K Sell
8,706
-856
-9% -$56.6K 0.01% 374
2017
Q4 		$651K Buy
9,562
+966
+11% +$63.4K 0.01% 301
2017
Q3 		$515K Buy
8,596
+657
+8% +$37.5K 0.01% 323
2017
Q2 		$452K Sell
7,939
-494
-6% -$29K 0.01% 293
2017
Q1 		$497K Sell
8,433
-3
-0% -$182 0.01% 226
2016
Q4 		$514K Buy
8,436
+552
+7% +$31.8K 0.01% 195
2016
Q3 		$456K Buy
7,884
+187
+2% +$11.2K 0.01% 195
2016
Q2 		$458K Buy
7,697
+555
+8% +$29.7K 0.01% 185
2016
Q1 		$386K Buy
7,142
+1,415
+25% +$71.3K 0.01% 192
2015
Q4 		$303K Buy
5,727
+232
+4% +$12.1K 0.01% 213
2015
Q3 		$262K Buy
5,495
+1,858
+51% +$86.6K 0.01% 226
2015
Q2 		$171K Sell
3,637
-669
-16% -$32.7K 0.01% 292
2015
Q1 		$214K Buy
4,306
+1,069
+33% +$51.9K 0.01% 234
2014
Q4 		$149K Buy
3,237
+1,555
+92% +$71.8K 0.01% 277
2014
Q3 		$74K Buy
1,682
+465
+38% +$19.6K 0.01% 342
2014
Q2 		$51K Buy
1,217
+253
+26% +$10.4K ﹤0.01% 365
2014
Q1 		$41K Buy
+964
New +$40.9K 0.01% 306

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wealthfront's PAYX Position: Q3 2018 in Review

Wealthfront reduced its Paychex (PAYX) stake by 3.8% in Q3 2018, selling an estimated $25.5K and leaving 9,052 shares worth $667K. The position accounts for 0.01% of the portfolio, ranked #337.

Wealthfront first reported a position in PAYX in Q1 2014 and has held it in 19 quarters since. 1,015 funds tracked by Wall St. Rank hold PAYX as of Q3 2018.

  • Wealthfront held 9,052 shares of Paychex worth $667K as of Q3 2018.
  • Wealthfront sold 355 Paychex shares in Q3 2018, an estimated $25.5K.
  • Paychex made up 0.01% of Wealthfront's portfolio in Q3 2018, its #337 holding.
  • Wealthfront first reported a position in Paychex in Q1 2014 and has held it in 19 quarters since.
  • 1,015 funds tracked by Wall St. Rank held Paychex as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.