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Cooper Financial Group’s Paychex PAYX Stock Holding History

Cooper Financial Group’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
2026
Q2 		$219K Buy
+2,229
New +$211K 0.02% 417
2024
Q2 		– Sell
-2,378
Closed -$292K – 388
2024
Q1 		$292K Buy
2,378
+44
+2% +$5.34K 0.05% 288
2023
Q4 		$278K Buy
2,334
+53
+2% +$6.28K 0.05% 280
2023
Q3 		$263K Buy
2,281
+66
+3% +$7.95K 0.06% 268
2023
Q2 		$248K Sell
2,215
-1,143
-34% -$125K 0.06% 276
2023
Q1 		$385K Buy
3,358
+438
+15% +$49.8K 0.1% 205
2022
Q4 		$337K Buy
2,920
+199
+7% +$23.3K 0.1% 200
2022
Q3 		$305K Buy
2,721
+416
+18% +$51.6K 0.11% 182
2022
Q2 		$262K Buy
2,305
+238
+12% +$29.9K 0.1% 201
2022
Q1 		$282K Buy
2,067
+375
+22% +$46K 0.11% 185
2021
Q4 		$231K Buy
+1,692
New +$209K 0.09% 204

Other funds holding PAYX

HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
ORIO
Old Republic International (ORI) Chicago, Illinois $2.67B AUM 26.94% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GGI
Godsey & Gibb Inc Richmond, Virginia $1.22B AUM 27.93% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
LG
LaFleur & Godfrey Grand Rapids, Michigan $842M AUM 24.12% 1-Year Est. Return