Brandywine Oak Private Wealth’s Paychex PAYX Stock Holding History

Brandywine Oak Private 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
2023 Q2	–	Sell	-1,756	Closed	-$201K	–	249
2023 Q1	$201K	Buy	+1,756	New	+$200K	0.02%	247
2019 Q3	–	Sell	-2,884	Closed	-$237K	–	243
2019 Q2	$237K	Buy	+2,884	New	+$243K	0.05%	196

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

Brandywine Oak Private Wealth's PAYX Position: Q2 2023 in Review

Brandywine Oak Private Wealth sold out of Paychex (PAYX) in Q2 2023, closing a stake of 1,756 shares — an estimated $201K sold.

Brandywine Oak Private Wealth first reported a position in PAYX in Q2 2019 and held it in 2 quarters. The position peaked at $237K in Q2 2019. 1,416 funds tracked by Wall St. Rank hold PAYX as of Q2 2023.

Brandywine Oak Private Wealth reported no remaining Paychex position as of Q2 2023 after selling out during the quarter.
Brandywine Oak Private Wealth sold 1,756 Paychex shares in Q2 2023, an estimated $201K.
Brandywine Oak Private Wealth first reported a position in Paychex in Q2 2019 and held it in 2 quarters.
Brandywine Oak Private Wealth's Paychex position peaked at $237K in Q2 2019.
1,416 funds tracked by Wall St. Rank held Paychex as of Q2 2023.

Based on Brandywine Oak Private Wealth's 13F filing for Q2 2023, filed 11 Aug 2023.