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Cedar Brook Financial Partners’s Paychex PAYX Stock Holding History

Cedar Brook Financial Partners’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
Q2 		– Sell
-1,878
Closed -$231K – 283
2024
Q1 		$231K Sell
1,878
-43
-2% -$5.22K 0.05% 379
2023
Q4 		$229K Buy
+1,921
New +$228K 0.05% 356

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

Cedar Brook Financial Partners's PAYX Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of Paychex (PAYX) in Q2 2024, closing a stake of 1,878 shares — an estimated $231K sold.

Cedar Brook Financial Partners first reported a position in PAYX in Q4 2023 and held it in 2 quarters. The position peaked at $231K in Q1 2024. 1,513 funds tracked by Wall St. Rank hold PAYX as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining Paychex position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 1,878 Paychex shares in Q2 2024, an estimated $231K.
  • Cedar Brook Financial Partners first reported a position in Paychex in Q4 2023 and held it in 2 quarters.
  • Cedar Brook Financial Partners's Paychex position peaked at $231K in Q1 2024.
  • 1,513 funds tracked by Wall St. Rank held Paychex as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.