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BKM Wealth Management’s Paychex PAYX Stock Holding History

BKM 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
2024
Q4 		– Sell
-1,853
Closed -$249K – 164
2024
Q3 		$249K Sell
1,853
-5,784
-76% -$734K 0.1% 150
2024
Q2 		$905K Sell
7,637
-4,059
-35% -$496K 0.44% 69
2024
Q1 		$1.44M Buy
11,696
+1,377
+13% +$167K 0.62% 47
2023
Q4 		$1.23M Buy
+10,319
New +$1.22M 0.52% 54

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 $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BKM Wealth Management's PAYX Position: Q4 2024 in Review

BKM Wealth Management sold out of Paychex (PAYX) in Q4 2024, closing a stake of 1,853 shares — an estimated $249K sold.

BKM Wealth Management first reported a position in PAYX in Q4 2023 and held it in 4 quarters. The position peaked at $1.44M in Q1 2024. 1,634 funds tracked by Wall St. Rank hold PAYX as of Q4 2024.

  • BKM Wealth Management reported no remaining Paychex position as of Q4 2024 after selling out during the quarter.
  • BKM Wealth Management sold 1,853 Paychex shares in Q4 2024, an estimated $249K.
  • BKM Wealth Management first reported a position in Paychex in Q4 2023 and held it in 4 quarters.
  • BKM Wealth Management's Paychex position peaked at $1.44M in Q1 2024.
  • 1,634 funds tracked by Wall St. Rank held Paychex as of Q4 2024.

Based on BKM Wealth Management's 13F filing for Q4 2024, filed 31 Jan 2025.