BDO Wealth Advisors’s Paychex PAYX Stock Holding History

BDO 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
2023 Q2	$153K	Buy	1,365 +20	+1%	+$2.19K	0.02%	287
2023 Q1	$154K	Hold	1,345	–	–	0.02%	273
2022 Q4	$155K	Hold	1,345	–	–	0.02%	283
2022 Q3	$151K	Hold	1,345	–	–	0.02%	280
2022 Q2	$153K	Hold	1,345	–	–	0.02%	285
2022 Q1	$184K	Hold	1,345	–	–	0.02%	279
2021 Q4	$184K	Hold	1,345	–	–	0.02%	287
2021 Q3	$151K	Hold	1,345	–	–	0.02%	316
2021 Q2	$144K	Sell	1,345 -43	-3%	-$4.32K	0.02%	336
2021 Q1	$136K	Buy	1,388 +1,345	+3,128%	+$124K	0.02%	333
2020 Q4	$4K	Hold	43	–	–	﹤0.01%	674
2020 Q3	$3K	Buy	+43	New	+$3.23K	﹤0.01%	645
2018 Q1	–	Sell	-111	Closed	-$8K	–	599
2017 Q4	$8K	Buy	+111	New	+$7.29K	﹤0.01%	352

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BDO Wealth Advisors's PAYX Position: Q2 2023 in Review

BDO Wealth Advisors increased its Paychex (PAYX) stake by 1.5% in Q2 2023, buying an estimated $2.19K and bringing the position to 1,365 shares worth $153K. The position accounts for 0.02% of the portfolio, ranked #287.

BDO Wealth Advisors first reported a position in PAYX in Q4 2017 and has held it in 13 quarters since. The position peaked at $184K in Q1 2022. 1,416 funds tracked by Wall St. Rank hold PAYX as of Q2 2023.

BDO Wealth Advisors held 1,365 shares of Paychex worth $153K as of Q2 2023.
BDO Wealth Advisors bought 20 Paychex shares in Q2 2023, an estimated $2.19K.
Paychex made up 0.02% of BDO Wealth Advisors's portfolio in Q2 2023, its #287 holding.
BDO Wealth Advisors first reported a position in Paychex in Q4 2017 and has held it in 13 quarters since.
BDO Wealth Advisors's Paychex position peaked at $184K in Q1 2022.
1,416 funds tracked by Wall St. Rank held Paychex as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.