Alera Investment Advisors’s Paychex PAYX Stock Holding History

Alera Investment Advisors’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	$495K	Buy	3,687 +447	+14%	+$56.8K	0.06%	138
2024 Q2	$384K	Sell	3,240 -840	-21%	-$103K	0.05%	166
2024 Q1	$501K	Sell	4,080 -49	-1%	-$5.95K	0.07%	118
2023 Q4	$492K	Sell	4,129 -134	-3%	-$15.9K	0.06%	119
2023 Q3	$492K	Buy	4,263 +1,091	+34%	+$131K	0.08%	114
2023 Q2	$355K	Sell	3,172 -199	-6%	-$21.8K	0.08%	132
2023 Q1	$386K	Buy	3,371 +8	+0.2%	+$910	0.09%	131
2022 Q4	$389K	Sell	3,363 -86	-2%	-$10.1K	0.09%	125
2022 Q3	$387K	Buy	3,449 +50	+1%	+$6.2K	0.11%	123
2022 Q2	$387K	Sell	3,399 -1,918	-36%	-$241K	0.11%	125
2022 Q1	$725K	Buy	+5,317	New	+$653K	0.17%	85
2019 Q2	–	Sell	-1,262	Closed	-$101K	–	733
2019 Q1	$101K	Buy	1,262 +511	+68%	+$37.7K	0.05%	106
2018 Q4	$49K	Buy	+751	New	+$50.9K	0.03%	176

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

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

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

Alera Investment Advisors's PAYX Position: Q3 2024 in Review

Alera Investment Advisors increased its Paychex (PAYX) stake by 14% in Q3 2024, buying an estimated $56.8K and bringing the position to 3,687 shares worth $495K. The position accounts for 0.06% of the portfolio, ranked #138.

Alera Investment Advisors first reported a position in PAYX in Q4 2018 and has held it in 13 quarters since. The position peaked at $725K in Q1 2022. 1,542 funds tracked by Wall St. Rank hold PAYX as of Q3 2024.

Alera Investment Advisors held 3,687 shares of Paychex worth $495K as of Q3 2024.
Alera Investment Advisors bought 447 Paychex shares in Q3 2024, an estimated $56.8K.
Paychex made up 0.06% of Alera Investment Advisors's portfolio in Q3 2024, its #138 holding.
Alera Investment Advisors first reported a position in Paychex in Q4 2018 and has held it in 13 quarters since.
Alera Investment Advisors's Paychex position peaked at $725K in Q1 2022.
1,542 funds tracked by Wall St. Rank held Paychex as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.