Advisor Resource Council’s Paychex PAYX Stock Holding History

Advisor Resource Council’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	-1,724	Closed	-$231K	–	212
2024 Q3	$231K	Buy	+1,724	New	+$219K	0.1%	203

Other funds holding PAYX

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

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

Advisor Resource Council's PAYX Position: Q4 2024 in Review

Advisor Resource Council sold out of Paychex (PAYX) in Q4 2024, closing a stake of 1,724 shares — an estimated $231K sold.

Advisor Resource Council first reported a position in PAYX in Q3 2024 and held it in 1 quarter. The position peaked at $231K in Q3 2024. 1,634 funds tracked by Wall St. Rank hold PAYX as of Q4 2024.

Advisor Resource Council reported no remaining Paychex position as of Q4 2024 after selling out during the quarter.
Advisor Resource Council sold 1,724 Paychex shares in Q4 2024, an estimated $231K.
Advisor Resource Council first reported a position in Paychex in Q3 2024 and held it in 1 quarter.
Advisor Resource Council's Paychex position peaked at $231K in Q3 2024.
1,634 funds tracked by Wall St. Rank held Paychex as of Q4 2024.

Based on Advisor Resource Council's 13F filing for Q4 2024, filed 26 Feb 2025.