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	–	514
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 $5.7T AUM 30.48% 1-Year Est. Return

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

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 San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return