1900 Wealth Management’s Paychex PAYX Stock Holding History

1900 Wealth 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 Q4	–	Sell	-1,919	Closed	-$221K	–	303
2023 Q3	$221K	Buy	+1,919	New	+$231K	0.02%	275

Other funds holding PAYX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

1900 Wealth Management's PAYX Position: Q4 2023 in Review

1900 Wealth Management sold out of Paychex (PAYX) in Q4 2023, closing a stake of 1,919 shares — an estimated $221K sold.

1900 Wealth Management first reported a position in PAYX in Q3 2023 and held it in 1 quarter. The position peaked at $221K in Q3 2023. 1,506 funds tracked by Wall St. Rank hold PAYX as of Q4 2023.

1900 Wealth Management reported no remaining Paychex position as of Q4 2023 after selling out during the quarter.
1900 Wealth Management sold 1,919 Paychex shares in Q4 2023, an estimated $221K.
1900 Wealth Management first reported a position in Paychex in Q3 2023 and held it in 1 quarter.
1900 Wealth Management's Paychex position peaked at $221K in Q3 2023.
1,506 funds tracked by Wall St. Rank held Paychex as of Q4 2023.

Based on 1900 Wealth Management's 13F filing for Q4 2023, filed 1 Feb 2024.