WA
PAYX icon

WFG Advisors’s Paychex PAYX Stock Holding History

WFG Advisors’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
2017
Q2 		$247K Sell
4,342
-465
-10% -$27.3K 0.06% 322
2017
Q1 		$283K Sell
4,807
-782
-14% -$47.5K 0.08% 269
2016
Q4 		$340K Buy
5,589
+1,275
+30% +$73.5K 0.08% 258
2016
Q3 		$250K Sell
4,314
-4,467
-51% -$268K 0.06% 309
2016
Q2 		$522K Sell
8,781
-450
-5% -$24.1K 0.14% 166
2016
Q1 		$499K Buy
9,231
+206
+2% +$10.4K 0.14% 164
2015
Q4 		$477K Buy
9,025
+3,221
+55% +$168K 0.14% 170
2015
Q3 		$276K Buy
5,804
+774
+15% +$36.1K 0.09% 223
2015
Q2 		$236K Buy
5,030
+403
+9% +$19.7K 0.07% 298
2015
Q1 		$230K Sell
4,627
-2,770
-37% -$135K 0.06% 317
2014
Q4 		$342K Buy
7,397
+1,358
+22% +$62.7K 0.07% 311
2014
Q3 		$267K Sell
6,039
-274
-4% -$11.5K 0.05% 382
2014
Q2 		$262K Buy
6,313
+161
+3% +$6.62K 0.05% 393
2014
Q1 		$262K Sell
6,152
-11,569
-65% -$491K 0.05% 376
2013
Q4 		$807K Buy
17,721
+7,761
+78% +$331K 0.11% 207
2013
Q3 		$405K Buy
9,960
+3,865
+63% +$153K 0.06% 325
2013
Q2 		$223K Buy
+6,095
New +$224K 0.04% 430

Other funds holding PAYX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

WFG Advisors's PAYX Position: Q2 2017 in Review

WFG Advisors reduced its Paychex (PAYX) stake by 9.7% in Q2 2017, selling an estimated $27.3K and leaving 4,342 shares worth $247K. The position accounts for 0.06% of the portfolio, ranked #322.

WFG Advisors first reported a position in PAYX in Q2 2013 and has held it in 17 quarters since. The position peaked at $807K in Q4 2013. 877 funds tracked by Wall St. Rank hold PAYX as of Q2 2017.

  • WFG Advisors held 4,342 shares of Paychex worth $247K as of Q2 2017.
  • WFG Advisors sold 465 Paychex shares in Q2 2017, an estimated $27.3K.
  • Paychex made up 0.06% of WFG Advisors's portfolio in Q2 2017, its #322 holding.
  • WFG Advisors first reported a position in Paychex in Q2 2013 and has held it in 17 quarters since.
  • WFG Advisors's Paychex position peaked at $807K in Q4 2013.
  • 877 funds tracked by Wall St. Rank held Paychex as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.