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Capital Performance Advisors’s Paychex PAYX Stock Holding History

Capital Performance Advisors’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
-36
Closed -$4.83K – 1929
2024
Q3 		$4.83K Buy
+36
New +$4.57K ﹤0.01% 1124

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

Capital Performance Advisors's PAYX Position: Q4 2024 in Review

Capital Performance Advisors sold out of Paychex (PAYX) in Q4 2024, closing a stake of 36 shares — an estimated $4.83K sold.

Capital Performance Advisors first reported a position in PAYX in Q3 2024 and held it in 1 quarter. The position peaked at $4.83K in Q3 2024. 1,634 funds tracked by Wall St. Rank hold PAYX as of Q4 2024.

  • Capital Performance Advisors reported no remaining Paychex position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 36 Paychex shares in Q4 2024, an estimated $4.83K.
  • Capital Performance Advisors first reported a position in Paychex in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Paychex position peaked at $4.83K in Q3 2024.
  • 1,634 funds tracked by Wall St. Rank held Paychex as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.