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Core Wealth Advisors (Florida)’s Paychex PAYX Stock Holding History

Core Wealth Advisors (Florida)’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
-381
Closed -$46.8K – 186
2024
Q1 		$46.8K Hold
381
– – 0.02% 100
2023
Q4 		$45.4K Buy
+381
New +$45.1K 0.02% 97
2020
Q2 		– Sell
-48
Closed -$3K – 156
2020
Q1 		$3K Buy
48
+29
+153% +$2.32K ﹤0.01% 121
2019
Q4 		$2K Buy
+19
New +$1.6K ﹤0.01% 118

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

Core Wealth Advisors (Florida)'s PAYX Position: Q2 2024 in Review

Core Wealth Advisors (Florida) sold out of Paychex (PAYX) in Q2 2024, closing a stake of 381 shares — an estimated $46.8K sold.

Core Wealth Advisors (Florida) first reported a position in PAYX in Q4 2019 and held it in 4 quarters. The position peaked at $46.8K in Q1 2024. 1,513 funds tracked by Wall St. Rank hold PAYX as of Q2 2024.

  • Core Wealth Advisors (Florida) reported no remaining Paychex position as of Q2 2024 after selling out during the quarter.
  • Core Wealth Advisors (Florida) sold 381 Paychex shares in Q2 2024, an estimated $46.8K.
  • Core Wealth Advisors (Florida) first reported a position in Paychex in Q4 2019 and held it in 4 quarters.
  • Core Wealth Advisors (Florida)'s Paychex position peaked at $46.8K in Q1 2024.
  • 1,513 funds tracked by Wall St. Rank held Paychex as of Q2 2024.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q2 2024, filed 15 Aug 2024.