AXS Investments’s Paychex PAYX Stock Holding History

AXS Investments’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
2023 Q4	–	Sell	-10,193	Closed	-$1.18M	–	420
2023 Q3	$1.18M	Sell	10,193 -825	-7%	-$99.4K	0.3%	119
2023 Q2	$1.23M	Buy	+11,018	New	+$1.21M	0.33%	116
2023 Q1	–	Sell	-9,154	Closed	-$1.06M	–	407
2022 Q4	$1.06M	Buy	9,154 +791	+9%	+$92.6K	0.38%	103
2022 Q3	$938K	Buy	8,363 +421	+5%	+$52.2K	0.36%	95
2022 Q2	$904K	Buy	+7,942	New	+$997K	0.32%	125

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

AXS Investments's PAYX Position: Q4 2023 in Review

AXS Investments sold out of Paychex (PAYX) in Q4 2023, closing a stake of 10,193 shares — an estimated $1.18M sold.

AXS Investments first reported a position in PAYX in Q2 2022 and held it in 5 quarters. The position peaked at $1.23M in Q2 2023. 1,506 funds tracked by Wall St. Rank hold PAYX as of Q4 2023.

AXS Investments reported no remaining Paychex position as of Q4 2023 after selling out during the quarter.
AXS Investments sold 10,193 Paychex shares in Q4 2023, an estimated $1.18M.
AXS Investments first reported a position in Paychex in Q2 2022 and held it in 5 quarters.
AXS Investments's Paychex position peaked at $1.23M in Q2 2023.
1,506 funds tracked by Wall St. Rank held Paychex as of Q4 2023.

Based on AXS Investments's 13F filing for Q4 2023, filed 9 Feb 2024.