Accel Wealth Management’s Paychex PAYX Stock Holding History

Accel 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 Q2	–	Sell	-23	Closed	-$2.66K	–	653
2023 Q1	$2.66K	Hold	23	–	–	﹤0.01%	1077
2022 Q4	$2.67K	Hold	23	–	–	﹤0.01%	882
2022 Q3	$3K	Hold	23	–	–	﹤0.01%	904
2022 Q2	$3K	Hold	23	–	–	﹤0.01%	863
2022 Q1	$3K	Hold	23	–	–	﹤0.01%	858
2021 Q4	$3K	Buy	+23	New	+$2.84K	﹤0.01%	864
2021 Q3	–	Sell	-22	Closed	-$2K	–	870
2021 Q2	$2K	Hold	22	–	–	﹤0.01%	861
2021 Q1	$2K	Buy	22 +1	+5%	+$92	﹤0.01%	831
2020 Q4	$2K	Buy	+21	New	+$1.86K	﹤0.01%	793

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 $3.37T AUM 44.26% 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Accel Wealth Management's PAYX Position: Q2 2023 in Review

Accel Wealth Management sold out of Paychex (PAYX) in Q2 2023, closing a stake of 23 shares — an estimated $2.66K sold.

Accel Wealth Management first reported a position in PAYX in Q4 2020 and held it in 9 quarters. The position peaked at $3K in Q3 2022. 1,415 funds tracked by Wall St. Rank hold PAYX as of Q2 2023.

Accel Wealth Management reported no remaining Paychex position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 23 Paychex shares in Q2 2023, an estimated $2.66K.
Accel Wealth Management first reported a position in Paychex in Q4 2020 and held it in 9 quarters.
Accel Wealth Management's Paychex position peaked at $3K in Q3 2022.
1,415 funds tracked by Wall St. Rank held Paychex as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.