Wilkinson Global Asset Management’s Paychex PAYX Stock Holding History

Wilkinson Global Asset Management’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
2023 Q1	–	Sell	-2,052	Closed	-$237K	–	97
2022 Q4	$237K	Hold	2,052	–	–	0.02%	83
2022 Q3	$230K	Hold	2,052	–	–	0.02%	84
2022 Q2	$234K	Hold	2,052	–	–	0.02%	80
2022 Q1	$280K	Hold	2,052	–	–	0.02%	76
2021 Q4	$280K	Hold	2,052	–	–	0.02%	83
2021 Q3	$231K	Hold	2,052	–	–	0.01%	90
2021 Q2	$220K	Hold	2,052	–	–	0.01%	87
2021 Q1	$201K	Buy	+2,052	New	+$189K	0.01%	87

Other funds holding PAYX

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Wilkinson Global Asset Management's PAYX Position: Q1 2023 in Review

Wilkinson Global Asset Management sold out of Paychex (PAYX) in Q1 2023, closing a stake of 2,052 shares — an estimated $237K sold.

Wilkinson Global Asset Management first reported a position in PAYX in Q1 2021 and held it in 8 quarters. The position peaked at $280K in Q1 2022. 1,429 funds tracked by Wall St. Rank hold PAYX as of Q1 2023.

Wilkinson Global Asset Management reported no remaining Paychex position as of Q1 2023 after selling out during the quarter.
Wilkinson Global Asset Management sold 2,052 Paychex shares in Q1 2023, an estimated $237K.
Wilkinson Global Asset Management first reported a position in Paychex in Q1 2021 and held it in 8 quarters.
Wilkinson Global Asset Management's Paychex position peaked at $280K in Q1 2022.
1,429 funds tracked by Wall St. Rank held Paychex as of Q1 2023.

Based on Wilkinson Global Asset Management's 13F filing for Q1 2023, filed 12 May 2023.