Advisors Preferred’s Paychex PAYX Stock Holding History

Advisors Preferred’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 Q3	–	Sell	-2,906	Closed	-$340K	–	234
2024 Q2	$340K	Buy	+2,906	New	+$355K	0.06%	117
2020 Q2	–	Sell	-15,536	Closed	-$978K	–	167
2020 Q1	$978K	Buy	+15,536	New	+$1.24M	0.6%	36
2019 Q3	–	Sell	-14,723	Closed	-$1.23M	–	277
2019 Q2	$1.23M	Buy	+14,723	New	+$1.24M	0.42%	35
2018 Q3	–	Sell	-1,567	Closed	-$107K	–	237
2018 Q2	$107K	Buy	1,567 +843	+116%	+$54.4K	0.05%	144
2018 Q1	$45K	Buy	+724	New	+$47.8K	0.02%	163

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

Charles Schwab San Francisco, California $751B AUM 38.74% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Advisors Preferred's PAYX Position: Q3 2024 in Review

Advisors Preferred sold out of Paychex (PAYX) in Q3 2024, closing a stake of 2,906 shares — an estimated $340K sold.

Advisors Preferred first reported a position in PAYX in Q1 2018 and held it in 5 quarters. The position peaked at $1.23M in Q2 2019. 1,542 funds tracked by Wall St. Rank hold PAYX as of Q3 2024.

Advisors Preferred reported no remaining Paychex position as of Q3 2024 after selling out during the quarter.
Advisors Preferred sold 2,906 Paychex shares in Q3 2024, an estimated $340K.
Advisors Preferred first reported a position in Paychex in Q1 2018 and held it in 5 quarters.
Advisors Preferred's Paychex position peaked at $1.23M in Q2 2019.
1,542 funds tracked by Wall St. Rank held Paychex as of Q3 2024.

Based on Advisors Preferred's 13F filing for Q3 2024, filed 15 Oct 2024.