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Cassady Schiller Wealth Management’s Paychex PAYX Stock Holding History

Cassady Schiller 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 		$3.23K Buy
+23
New +$3.27K ﹤0.01% 491
2023
Q1 		– Sell
-49
Closed -$5.66K – 483
2022
Q4 		$5.66K Buy
+49
New +$5.74K ﹤0.01% 358
2022
Q1 		– Sell
-10
Closed -$1K – 453
2021
Q4 		$1K Buy
+10
New +$1.24K ﹤0.01% 490

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

Cassady Schiller Wealth Management's PAYX Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Paychex (PAYX) in Q4 2024: 23 shares worth $3.23K. The stake represents ﹤0.01% of the portfolio and ranks #491 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in PAYX as recently as Q4 2022.

Cassady Schiller Wealth Management first reported a position in PAYX in Q4 2021 and has held it in 3 quarters since. The position peaked at $5.66K in Q4 2022. 1,634 funds tracked by Wall St. Rank hold PAYX as of Q4 2024.

  • Cassady Schiller Wealth Management held 23 shares of Paychex worth $3.23K as of Q4 2024.
  • Paychex was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Paychex made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #491 holding.
  • Cassady Schiller Wealth Management first reported a position in Paychex in Q4 2021 and has held it in 3 quarters since.
  • Cassady Schiller Wealth Management's Paychex position peaked at $5.66K in Q4 2022.
  • 1,634 funds tracked by Wall St. Rank held Paychex as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.