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Bison Wealth’s Paychex PAYX Stock Holding History

Bison Wealth’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
2024
Q4 		$566K Buy
4,035
+117
+3% +$16.6K 0.12% 141
2024
Q3 		$526K Buy
3,918
+214
+6% +$27.2K 0.08% 229
2024
Q2 		$455K Hold
3,704
– – 0.07% 256
2024
Q1 		$455K Buy
3,704
+3
+0.1% +$364 0.07% 256
2023
Q4 		$441K Buy
3,701
+524
+16% +$62.1K 0.08% 253
2023
Q3 		$366K Buy
3,177
+197
+7% +$23.7K 0.07% 273
2023
Q2 		$333K Buy
+2,980
New +$326K 0.06% 275
2021
Q4 		– Sell
-2,144
Closed -$241K – 433
2021
Q3 		$241K Hold
2,144
– – 0.11% 211
2021
Q2 		$230K Buy
+2,144
New +$216K 0.1% 220
2021
Q1 		– Sell
-2,367
Closed -$221K – 476
2020
Q4 		$221K Buy
+2,367
New +$210K 0.1% 206
2020
Q1 		– Sell
-2,537
Closed -$216K – 381
2019
Q4 		$216K Sell
2,537
-60
-2% -$5.06K 0.1% 219
2019
Q3 		$215K Sell
2,597
-55
-2% -$4.57K 0.12% 201
2019
Q2 		$218K Sell
2,652
-400
-13% -$33.7K 0.13% 200
2019
Q1 		$245K Sell
3,052
-23
-0.7% -$1.7K 0.15% 170
2018
Q4 		$200K Buy
+3,075
New +$208K 0.15% 188
2017
Q3 		– Sell
-4,215
Closed -$240K – 202
2017
Q2 		$240K Sell
4,215
-624
-13% -$36.6K 0.2% 142
2017
Q1 		$285K Sell
4,839
-560
-10% -$34K 0.25% 113
2016
Q4 		$329K Sell
5,399
-397
-7% -$22.9K 0.28% 102
2016
Q3 		$335K Sell
5,796
-9,375
-62% -$562K 0.28% 96
2016
Q2 		$896K Sell
15,171
-246
-2% -$13.2K 0.54% 62
2016
Q1 		$833K Sell
15,417
-3,383
-18% -$170K 0.54% 61
2015
Q4 		$985K Buy
18,800
+1,704
+10% +$89.1K 0.56% 52
2015
Q3 		$814K Sell
17,096
-451
-3% -$21K 0.54% 58
2015
Q2 		$815K Buy
17,547
+1,686
+11% +$82.4K 0.48% 67
2015
Q1 		$787K Buy
15,861
+11,405
+256% +$554K 0.48% 65
2014
Q4 		$206K Buy
+4,456
New +$206K 0.16% 171

Other funds holding PAYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bison Wealth's PAYX Position: Q4 2024 in Review

Bison Wealth increased its Paychex (PAYX) stake by 3% in Q4 2024, buying an estimated $16.6K and bringing the position to 4,035 shares worth $566K. The position accounts for 0.12% of the portfolio, ranked #141.

Bison Wealth first reported a position in PAYX in Q4 2014 and has held it in 26 quarters since. The position peaked at $985K in Q4 2015. 1,635 funds tracked by Wall St. Rank hold PAYX as of Q4 2024.

  • Bison Wealth held 4,035 shares of Paychex worth $566K as of Q4 2024.
  • Bison Wealth bought 117 Paychex shares in Q4 2024, an estimated $16.6K.
  • Paychex made up 0.12% of Bison Wealth's portfolio in Q4 2024, its #141 holding.
  • Bison Wealth first reported a position in Paychex in Q4 2014 and has held it in 26 quarters since.
  • Bison Wealth's Paychex position peaked at $985K in Q4 2015.
  • 1,635 funds tracked by Wall St. Rank held Paychex as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.