WealthShield Partners’s Paychex PAYX Stock Holding History

WealthShield Partners’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 Q3	–	Sell	-628	Closed	-$67K	–	577
2021 Q2	$67K	Buy	628 +220	+54%	+$22.1K	0.01%	418
2021 Q1	$40K	Buy	+408	New	+$37.6K	0.01%	503

Other funds holding PAYX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

WealthShield Partners's PAYX Position: Q3 2021 in Review

WealthShield Partners sold out of Paychex (PAYX) in Q3 2021, closing a stake of 628 shares — an estimated $67K sold.

WealthShield Partners first reported a position in PAYX in Q1 2021 and held it in 2 quarters. The position peaked at $67K in Q2 2021. 1,283 funds tracked by Wall St. Rank hold PAYX as of Q3 2021.

WealthShield Partners reported no remaining Paychex position as of Q3 2021 after selling out during the quarter.
WealthShield Partners sold 628 Paychex shares in Q3 2021, an estimated $67K.
WealthShield Partners first reported a position in Paychex in Q1 2021 and held it in 2 quarters.
WealthShield Partners's Paychex position peaked at $67K in Q2 2021.
1,283 funds tracked by Wall St. Rank held Paychex as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.