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Baystate Wealth Management’s Paychex PAYX Stock Holding History

Baystate 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
2023
Q4 		$167K Buy
1,403
+5
+0.4% +$592 0.01% 216
2023
Q3 		$161K Sell
1,398
-20
-1% -$2.41K 0.01% 211
2023
Q2 		$159K Buy
1,418
+31
+2% +$3.39K 0.01% 207
2023
Q1 		$159K Buy
1,387
+4
+0.3% +$455 0.01% 202
2022
Q4 		$160K Buy
1,383
+5
+0.4% +$585 0.01% 209
2022
Q3 		$155K Buy
1,378
+4
+0.3% +$496 0.02% 195
2022
Q2 		$157K Buy
1,374
+3
+0.2% +$377 0.02% 196
2022
Q1 		$187K Buy
1,371
+3
+0.2% +$368 0.02% 179
2021
Q4 		$187K Buy
1,368
+4
+0.3% +$494 0.02% 184
2021
Q3 		$153K Buy
1,364
+4
+0.3% +$449 0.02% 173
2021
Q2 		$146K Buy
1,360
+5
+0.4% +$503 0.01% 175
2021
Q1 		$133K Buy
1,355
+9
+0.7% +$829 0.01% 168
2020
Q4 		$125K Buy
1,346
+8
+0.6% +$710 0.01% 153
2020
Q3 		$107K Buy
1,338
+11
+0.8% +$826 0.01% 149
2020
Q2 		$101K Sell
1,327
-89
-6% -$6.17K 0.01% 152
2020
Q1 		$89K Buy
1,416
+108
+8% +$8.63K 0.01% 148
2019
Q4 		$111K Buy
1,308
+9
+0.7% +$759 0.01% 160
2019
Q3 		$107K Buy
1,299
+10
+0.8% +$831 0.01% 149
2019
Q2 		$108K Sell
1,289
-1
-0.1% -$84 0.01% 148
2019
Q1 		$108K Buy
1,290
+19
+1% +$1.4K 0.01% 140
2018
Q4 		$89K Sell
1,271
-190
-13% -$12.9K 0.01% 149
2018
Q3 		$102K Buy
1,461
+209
+17% +$15K 0.02% 133
2018
Q2 		$87K Buy
1,252
+64
+5% +$4.13K 0.01% 137
2018
Q1 		$71K Sell
1,188
-187
-14% -$12.4K 0.01% 161
2017
Q4 		$96K Buy
1,375
+187
+16% +$12.3K 0.01% 136
2017
Q3 		$76K Hold
1,188
– – 0.01% 149
2017
Q2 		$68K Buy
1,188
+8
+0.7% +$470 0.01% 150
2017
Q1 		$69K Buy
1,180
+9
+0.8% +$547 0.01% 153
2016
Q4 		$72K Buy
+1,171
New +$67.5K 0.01% 127

Other funds holding PAYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Baystate Wealth Management's PAYX Position: Q4 2023 in Review

Baystate Wealth Management increased its Paychex (PAYX) stake by 0.36% in Q4 2023, buying an estimated $592 and bringing the position to 1,403 shares worth $167K. The position accounts for 0.01% of the portfolio, ranked #216.

Baystate Wealth Management first reported a position in PAYX in Q4 2016 and has held it in 29 quarters since. The position peaked at $187K in Q1 2022. 1,507 funds tracked by Wall St. Rank hold PAYX as of Q4 2023.

  • Baystate Wealth Management held 1,403 shares of Paychex worth $167K as of Q4 2023.
  • Baystate Wealth Management bought 5 Paychex shares in Q4 2023, an estimated $592.
  • Paychex made up 0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #216 holding.
  • Baystate Wealth Management first reported a position in Paychex in Q4 2016 and has held it in 29 quarters since.
  • Baystate Wealth Management's Paychex position peaked at $187K in Q1 2022.
  • 1,507 funds tracked by Wall St. Rank held Paychex as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.