1WA
PAYX icon

180 Wealth Advisors’s Paychex PAYX Stock Holding History

180 Wealth 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
2024
Q4 		– Sell
-1,988
Closed -$267K – 458
2024
Q3 		$267K Sell
1,988
-75
-4% -$9.52K 0.04% 357
2024
Q2 		$241K Buy
2,063
+188
+10% +$23K 0.04% 361
2024
Q1 		$230K Buy
1,875
+33
+2% +$4K 0.04% 347
2023
Q4 		$217K Buy
1,842
+17
+0.9% +$2.01K 0.04% 340
2023
Q3 		$210K Hold
1,825
– – 0.05% 325
2023
Q2 		$203K Sell
1,825
-2,550
-58% -$279K 0.04% 328
2023
Q1 		$501K Buy
4,375
+324
+8% +$36.9K 0.12% 188
2022
Q4 		$466K Buy
4,051
+503
+14% +$58.9K 0.11% 197
2022
Q3 		$398K Buy
3,548
+178
+5% +$22.1K 0.11% 178
2022
Q2 		$392K Buy
3,370
+78
+2% +$9.8K 0.1% 190
2022
Q1 		$452K Buy
3,292
+1,178
+56% +$145K 0.1% 192
2021
Q4 		$251K Sell
2,114
-377
-15% -$46.6K 0.06% 302
2021
Q3 		$297K Sell
2,491
-15
-0.6% -$1.69K 0.07% 284
2021
Q2 		$290K Sell
2,506
-108
-4% -$10.9K 0.07% 283
2021
Q1 		$263K Sell
2,614
-345
-12% -$31.8K 0.07% 286
2020
Q4 		$261K Sell
2,959
-102
-3% -$9.06K 0.08% 252
2020
Q3 		$252K Sell
3,061
-59
-2% -$4.43K 0.09% 209
2020
Q2 		$229K Buy
+3,120
New +$216K 0.09% 217
2019
Q2 		– Sell
-9,097
Closed -$759K – 259
2019
Q1 		$759K Buy
+9,097
New +$671K 0.34% 79
2018
Q2 		– Sell
-16,060
Closed -$986K – 254
2018
Q1 		$986K Buy
16,060
+11,551
+256% +$763K 0.51% 57
2017
Q4 		$307K Buy
+4,509
New +$296K 0.16% 164

Other funds holding PAYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

180 Wealth Advisors's PAYX Position: Q4 2024 in Review

180 Wealth Advisors sold out of Paychex (PAYX) in Q4 2024, closing a stake of 1,988 shares — an estimated $267K sold.

180 Wealth Advisors first reported a position in PAYX in Q4 2017 and held it in 21 quarters. The position peaked at $986K in Q1 2018. 1,637 funds tracked by Wall St. Rank hold PAYX as of Q4 2024.

  • 180 Wealth Advisors reported no remaining Paychex position as of Q4 2024 after selling out during the quarter.
  • 180 Wealth Advisors sold 1,988 Paychex shares in Q4 2024, an estimated $267K.
  • 180 Wealth Advisors first reported a position in Paychex in Q4 2017 and held it in 21 quarters.
  • 180 Wealth Advisors's Paychex position peaked at $986K in Q1 2018.
  • 1,637 funds tracked by Wall St. Rank held Paychex as of Q4 2024.

Based on 180 Wealth Advisors's 13F filing for Q4 2024, filed 14 Jan 2025.