Westshore Wealth’s Paychex PAYX Stock Holding History

Westshore Wealth’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	-2,103	Closed	-$226K	–	125
2021 Q2	$226K	Hold	2,103	–	–	0.12%	130
2021 Q1	$206K	Buy	+2,103	New	+$194K	0.12%	137

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

Westshore Wealth's PAYX Position: Q3 2021 in Review

Westshore Wealth sold out of Paychex (PAYX) in Q3 2021, closing a stake of 2,103 shares — an estimated $226K sold.

Westshore Wealth first reported a position in PAYX in Q1 2021 and held it in 2 quarters. The position peaked at $226K in Q2 2021. 1,283 funds tracked by Wall St. Rank hold PAYX as of Q3 2021.

Westshore Wealth reported no remaining Paychex position as of Q3 2021 after selling out during the quarter.
Westshore Wealth sold 2,103 Paychex shares in Q3 2021, an estimated $226K.
Westshore Wealth first reported a position in Paychex in Q1 2021 and held it in 2 quarters.
Westshore Wealth's Paychex position peaked at $226K in Q2 2021.
1,283 funds tracked by Wall St. Rank held Paychex as of Q3 2021.

Based on Westshore Wealth's 13F filing for Q3 2021, filed 16 Nov 2021.