AWA
PAYX icon

Amplius Wealth Advisors’s Paychex PAYX Stock Holding History

Amplius Wealth 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
2022
Q4 		– Sell
-1,957
Closed -$220K – 182
2022
Q3 		$220K Buy
1,957
+197
+11% +$24.4K 0.04% 138
2022
Q2 		$200K Sell
1,760
-933
-35% -$117K 0.03% 161
2022
Q1 		$367K Buy
2,693
+17
+0.6% +$2.09K 0.06% 121
2021
Q4 		$365K Buy
+2,676
New +$331K 0.05% 135

Other funds holding PAYX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Amplius Wealth Advisors's PAYX Position: Q4 2022 in Review

Amplius Wealth Advisors sold out of Paychex (PAYX) in Q4 2022, closing a stake of 1,957 shares — an estimated $220K sold.

Amplius Wealth Advisors first reported a position in PAYX in Q4 2021 and held it in 4 quarters. The position peaked at $367K in Q1 2022. 1,444 funds tracked by Wall St. Rank hold PAYX as of Q4 2022.

  • Amplius Wealth Advisors reported no remaining Paychex position as of Q4 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 1,957 Paychex shares in Q4 2022, an estimated $220K.
  • Amplius Wealth Advisors first reported a position in Paychex in Q4 2021 and held it in 4 quarters.
  • Amplius Wealth Advisors's Paychex position peaked at $367K in Q1 2022.
  • 1,444 funds tracked by Wall St. Rank held Paychex as of Q4 2022.

Based on Amplius Wealth Advisors's 13F filing for Q4 2022, filed 19 Jan 2023.