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Aevitas Wealth Management’s Paychex PAYX Stock Holding History

Aevitas 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
2022
Q4 		$809K Buy
7,000
+1,020
+17% +$119K 0.48% 48
2022
Q3 		$671K Sell
5,980
-160
-3% -$19.8K 0.5% 54
2022
Q2 		$699K Sell
6,140
-96
-2% -$12.1K 0.47% 59
2022
Q1 		$851K Sell
6,236
-591
-9% -$72.5K 0.52% 56
2021
Q4 		$932K Buy
6,827
+8
+0.1% +$989 0.56% 52
2021
Q3 		$767K Buy
6,819
+10
+0.1% +$1.12K 0.49% 60
2021
Q2 		$731K Buy
6,809
+9
+0.1% +$905 0.47% 59
2021
Q1 		$667K Buy
6,800
+11
+0.2% +$1.01K 0.47% 58
2020
Q4 		$633K Buy
6,789
+10
+0.1% +$888 0.46% 59
2020
Q3 		$541K Buy
6,779
+12
+0.2% +$901 0.45% 62
2020
Q2 		$513K Buy
6,767
+13
+0.2% +$901 0.47% 60
2020
Q1 		$425K Sell
6,754
-964
-12% -$77K 0.48% 60
2019
Q4 		$656K Buy
7,718
+164
+2% +$13.8K 0.62% 47
2019
Q3 		$625K Buy
7,554
+14
+0.2% +$1.16K 0.63% 48
2019
Q2 		$620K Sell
7,540
-87
-1% -$7.34K 0.62% 49
2019
Q1 		$611K Sell
7,627
-87
-1% -$6.42K 0.54% 52
2018
Q4 		$503K Sell
7,714
-485
-6% -$32.9K 0.51% 56
2018
Q3 		$604K Buy
8,199
+14
+0.2% +$1.01K 0.55% 53
2018
Q2 		$559K Buy
8,185
+12
+0.1% +$774 0.54% 55
2018
Q1 		$503K Sell
8,173
-87
-1% -$5.75K 0.5% 60
2017
Q4 		$562K Buy
+8,260
New +$542K 0.53% 56

Other funds holding PAYX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aevitas Wealth Management's PAYX Position: Q4 2022 in Review

Aevitas Wealth Management increased its Paychex (PAYX) stake by 17% in Q4 2022, buying an estimated $119K and bringing the position to 7,000 shares worth $809K. The position accounts for 0.48% of the portfolio, ranked #48.

Aevitas Wealth Management first reported a position in PAYX in Q4 2017 and has held it in 21 quarters since. The position peaked at $932K in Q4 2021. 1,444 funds tracked by Wall St. Rank hold PAYX as of Q4 2022.

  • Aevitas Wealth Management held 7,000 shares of Paychex worth $809K as of Q4 2022.
  • Aevitas Wealth Management bought 1,020 Paychex shares in Q4 2022, an estimated $119K.
  • Paychex made up 0.48% of Aevitas Wealth Management's portfolio in Q4 2022, its #48 holding.
  • Aevitas Wealth Management first reported a position in Paychex in Q4 2017 and has held it in 21 quarters since.
  • Aevitas Wealth Management's Paychex position peaked at $932K in Q4 2021.
  • 1,444 funds tracked by Wall St. Rank held Paychex as of Q4 2022.

Based on Aevitas Wealth Management's 13F filing for Q4 2022, filed 24 Jan 2023.