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Wealthspire Advisors (Maryland)’s Paychex PAYX Stock Holding History

Wealthspire Advisors (Maryland)’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
Q3 		$580K Buy
7,273
+3,758
+107% +$282K 0.02% 242
2020
Q2 		$266K Sell
3,515
-2,105
-37% -$146K 0.02% 360
2020
Q1 		$354K Sell
5,620
-1,087
-16% -$86.8K 0.03% 280
2019
Q4 		$570K Buy
6,707
+906
+16% +$76.4K 0.04% 256
2019
Q3 		$480K Sell
5,801
-109
-2% -$9.06K 0.04% 266
2019
Q2 		$486K Sell
5,910
-10
-0.2% -$843 0.04% 262
2019
Q1 		$475K Sell
5,920
-444
-7% -$32.7K 0.04% 260
2018
Q4 		$415K Buy
6,364
+287
+5% +$19.4K 0.04% 252
2018
Q3 		$448K Sell
6,077
-207
-3% -$14.9K 0.04% 268
2018
Q2 		$430K Buy
6,284
+1,392
+28% +$89.8K 0.04% 269
2018
Q1 		$301K Sell
4,892
-1,777
-27% -$117K 0.03% 360
2017
Q4 		$454K Buy
6,669
+212
+3% +$13.9K 0.04% 276
2017
Q3 		$387K Sell
6,457
-698
-10% -$39.9K 0.04% 299
2017
Q2 		$407K Buy
7,155
+2,091
+41% +$123K 0.05% 269
2017
Q1 		$298K Buy
5,064
+3,757
+287% +$228K 0.04% 287
2016
Q4 		$80K Sell
1,307
-48
-4% -$2.77K 0.01% 653
2016
Q3 		$78K Sell
1,355
-8
-0.6% -$480 0.01% 647
2016
Q2 		$81K Sell
1,363
-45
-3% -$2.41K 0.01% 587
2016
Q1 		$76K Buy
1,408
+8
+0.6% +$403 0.01% 596
2015
Q4 		$74K Buy
+1,400
New +$73.2K 0.01% 607

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s PAYX Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Paychex (PAYX) stake by 107% in Q3 2020, buying an estimated $282K and bringing the position to 7,273 shares worth $580K. The position accounts for 0.02% of the portfolio, ranked #242.

Wealthspire Advisors (Maryland) first reported a position in PAYX in Q4 2015 and has held it in 20 quarters since. 1,108 funds tracked by Wall St. Rank hold PAYX as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 7,273 shares of Paychex worth $580K as of Q3 2020.
  • Wealthspire Advisors (Maryland) bought 3,758 Paychex shares in Q3 2020, an estimated $282K.
  • Paychex made up 0.02% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #242 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Paychex in Q4 2015 and has held it in 20 quarters since.
  • 1,108 funds tracked by Wall St. Rank held Paychex as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.