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Coppell Advisory Solutions’s Paychex PAYX Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-117
Closed -$16.4K – 1404
2024
Q4 		$16.4K Sell
117
-9
-7% -$1.28K ﹤0.01% 941
2024
Q3 		$16.8K Buy
126
+12
+11% +$1.52K ﹤0.01% 929
2024
Q2 		$13.5K Buy
+114
New +$13.9K ﹤0.01% 921
2023
Q4 		$53.2K Buy
447
+386
+633% +$45.7K 0.01% 480
2023
Q3 		$7.05K Hold
61
– – ﹤0.01% 668
2023
Q2 		$6.67K Buy
+61
New +$6.67K ﹤0.01% 785
2023
Q1 		– Sell
-61
Closed -$7.05K – 798
2022
Q4 		$7.05K Buy
+61
New +$7.14K ﹤0.01% 672

Other funds holding PAYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Coppell Advisory Solutions's PAYX Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Paychex (PAYX) in Q1 2025, closing a stake of 117 shares — an estimated $16.4K sold.

Coppell Advisory Solutions first reported a position in PAYX in Q4 2022 and held it in 7 quarters. The position peaked at $53.2K in Q4 2023. 1,704 funds tracked by Wall St. Rank hold PAYX as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Paychex position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 117 Paychex shares in Q1 2025, an estimated $16.4K.
  • Coppell Advisory Solutions first reported a position in Paychex in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's Paychex position peaked at $53.2K in Q4 2023.
  • 1,704 funds tracked by Wall St. Rank held Paychex as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.