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Boston Financial Management’s Paychex PAYX Stock Holding History

Boston Financial 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 		$476K Buy
3,397
+1,729
+104% +$246K 0.01% 246
2024
Q3 		$224K Buy
+1,668
New +$212K 0.01% 310
2024
Q2 		– Sell
-1,668
Closed -$205K – 331
2024
Q1 		$205K Buy
+1,668
New +$202K 0.01% 325
2023
Q2 		– Sell
-2,221
Closed -$255K – 317
2023
Q1 		$255K Hold
2,221
– – 0.01% 285
2022
Q4 		$257K Buy
+2,221
New +$260K 0.01% 284
2022
Q1 		– Sell
-2,170
Closed -$296K – 295
2021
Q4 		$296K Buy
+2,170
New +$268K 0.01% 228

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 $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $609B AUM 40.19% 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

Boston Financial Management's PAYX Position: Q4 2024 in Review

Boston Financial Management increased its Paychex (PAYX) stake by 104% in Q4 2024, buying an estimated $246K and bringing the position to 3,397 shares worth $476K. The position accounts for 0.01% of the portfolio, ranked #246.

Boston Financial Management first reported a position in PAYX in Q4 2021 and has held it in 6 quarters since. 1,635 funds tracked by Wall St. Rank hold PAYX as of Q4 2024.

  • Boston Financial Management held 3,397 shares of Paychex worth $476K as of Q4 2024.
  • Boston Financial Management bought 1,729 Paychex shares in Q4 2024, an estimated $246K.
  • Paychex made up 0.01% of Boston Financial Management's portfolio in Q4 2024, its #246 holding.
  • Boston Financial Management first reported a position in Paychex in Q4 2021 and has held it in 6 quarters since.
  • 1,635 funds tracked by Wall St. Rank held Paychex as of Q4 2024.

Based on Boston Financial Management's 13F filing for Q4 2024, filed 3 Feb 2025.