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Clear Rock Advisors’s Paychex PAYX Stock Holding History

Clear Rock 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
Q2 		$2.74M Buy
23,139
+1,195
+5% +$146K 1.17% 29
2024
Q1 		$2.69M Buy
21,944
+583
+3% +$70.8K 1.17% 28
2023
Q4 		$2.63M Buy
+21,361
New +$2.53M 1.19% 27

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

Clear Rock Advisors's PAYX Position: Q2 2024 in Review

Clear Rock Advisors increased its Paychex (PAYX) stake by 5.4% in Q2 2024, buying an estimated $146K and bringing the position to 23,139 shares worth $2.74M. The position accounts for 1.17% of the portfolio, ranked #29.

Clear Rock Advisors first reported a position in PAYX in Q4 2023 and has held it in 3 quarters since. 1,513 funds tracked by Wall St. Rank hold PAYX as of Q2 2024.

  • Clear Rock Advisors held 23,139 shares of Paychex worth $2.74M as of Q2 2024.
  • Clear Rock Advisors bought 1,195 Paychex shares in Q2 2024, an estimated $146K.
  • Paychex made up 1.17% of Clear Rock Advisors's portfolio in Q2 2024, its #29 holding.
  • Clear Rock Advisors first reported a position in Paychex in Q4 2023 and has held it in 3 quarters since.
  • 1,513 funds tracked by Wall St. Rank held Paychex as of Q2 2024.

Based on Clear Rock Advisors's 13F filing for Q2 2024, filed 3 Sep 2024.