Align Wealth Management’s Paychex PAYX Stock Holding History

Align 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	$56.1K	Buy	+500	New	+$58.5K	0.05%	53

Other funds holding PAYX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Align Wealth Management opened a new position in Paychex (PAYX) in Q4 2022: 500 shares worth $56.1K. The stake represents 0.05% of the portfolio and ranks #53 among its holdings.

1,444 funds tracked by Wall St. Rank hold PAYX as of Q4 2022.

Align Wealth Management held 500 shares of Paychex worth $56.1K as of Q4 2022.
Paychex was a new Align Wealth Management position in Q4 2022.
Paychex made up 0.05% of Align Wealth Management's portfolio in Q4 2022, its #53 holding.
1,444 funds tracked by Wall St. Rank held Paychex as of Q4 2022.

Based on Align Wealth Management's 13F filing for Q4 2022, filed 9 Jan 2023.