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Brophy Wealth Management’s Paychex PAYX Stock Holding History

Brophy 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
Q3 		$232K Buy
+1,725
New +$219K 0.08% 195

Other funds holding PAYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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 America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Brophy Wealth Management's PAYX Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in Paychex (PAYX) in Q3 2024: 1,725 shares worth $232K. The stake represents 0.08% of the portfolio and ranks #195 among its holdings.

1,541 funds tracked by Wall St. Rank hold PAYX as of Q3 2024.

  • Brophy Wealth Management held 1,725 shares of Paychex worth $232K as of Q3 2024.
  • Paychex was a new Brophy Wealth Management position in Q3 2024.
  • Paychex made up 0.08% of Brophy Wealth Management's portfolio in Q3 2024, its #195 holding.
  • 1,541 funds tracked by Wall St. Rank held Paychex as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.