YorkBridge Wealth Partners’s Paychex PAYX Stock Holding History

YorkBridge Wealth 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
2019 Q3	–	Sell	-440	Closed	-$36K	–	513
2019 Q2	$36K	Hold	440	–	–	0.02%	404
2019 Q1	$35K	Hold	440	–	–	0.02%	395
2018 Q4	$29K	Hold	440	–	–	0.02%	384
2018 Q3	$32K	Sell	440 -156	-26%	-$11.2K	0.01%	413
2018 Q2	$41K	Hold	596	–	–	0.02%	387
2018 Q1	$37K	Hold	596	–	–	0.02%	400
2017 Q4	$38K	Sell	596 -180	-23%	-$11.8K	0.02%	400
2017 Q3	$47K	Buy	776 +156	+25%	+$8.91K	0.02%	381
2017 Q2	$35K	Hold	620	–	–	0.02%	420
2017 Q1	$37K	Buy	620 +180	+41%	+$10.9K	0.02%	407
2016 Q4	$26K	Buy	+440	New	+$25.4K	0.02%	438

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

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

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 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

YorkBridge Wealth Partners's PAYX Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Paychex (PAYX) in Q3 2019, closing a stake of 440 shares — an estimated $36K sold.

YorkBridge Wealth Partners first reported a position in PAYX in Q4 2016 and held it in 11 quarters. The position peaked at $47K in Q3 2017. 1,104 funds tracked by Wall St. Rank hold PAYX as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Paychex position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 440 Paychex shares in Q3 2019, an estimated $36K.
YorkBridge Wealth Partners first reported a position in Paychex in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Paychex position peaked at $47K in Q3 2017.
1,104 funds tracked by Wall St. Rank held Paychex as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.