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Atria Wealth Solutions’s Paychex PAYX Stock Holding History

Atria Wealth Solutions’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
2025
Q2 		$1.42M Sell
9,774
-23,213
-70% -$3.49M 0.03% 516
2025
Q1 		$5.09M Buy
32,987
+17,466
+113% +$2.57M 0.06% 332
2024
Q4 		$2.18M Sell
15,521
-716
-4% -$102K 0.02% 613
2024
Q3 		$2.18M Buy
16,237
+552
+4% +$70.1K 0.02% 599
2024
Q2 		$1.86M Sell
15,685
-1,996
-11% -$244K 0.02% 650
2024
Q1 		$2.17M Sell
17,681
-1,514
-8% -$184K 0.02% 605
2023
Q4 		$2.29M Buy
19,195
+581
+3% +$68.8K 0.03% 562
2023
Q3 		$2.15M Sell
18,614
-895
-5% -$108K 0.03% 535
2023
Q2 		$2.18M Buy
19,509
+39
+0.2% +$4.26K 0.03% 540
2023
Q1 		$2.23M Buy
19,470
+226
+1% +$25.7K 0.03% 508
2022
Q4 		$2.22M Sell
19,244
-502
-3% -$58.8K 0.04% 474
2022
Q3 		$2.22M Buy
19,746
+6,181
+46% +$766K 0.04% 444
2022
Q2 		$1.54M Sell
13,565
-599
-4% -$75.2K 0.03% 532
2022
Q1 		$1.93M Buy
+14,164
New +$1.74M 0.03% 494

Other funds holding PAYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return