Endurance Wealth Management’s Paychex PAYX Stock Holding History

Endurance Wealth Management’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
2023 Q2	$122K	Hold	1,089	–	–	0.02%	252
2023 Q1	$125K	Hold	1,089	–	–	0.02%	250
2022 Q4	$126K	Hold	1,089	–	–	0.02%	232
2022 Q3	$122K	Hold	1,089	–	–	0.02%	232
2022 Q2	$124K	Hold	1,089	–	–	0.02%	234
2022 Q1	$149K	Hold	1,089	–	–	0.02%	232
2021 Q4	$149K	Hold	1,089	–	–	0.02%	244
2021 Q3	$122K	Hold	1,089	–	–	0.01%	256
2021 Q2	$116K	Hold	1,089	–	–	0.01%	270
2021 Q1	$107K	Hold	1,089	–	–	0.01%	276
2020 Q4	$101K	Hold	1,089	–	–	0.01%	253
2020 Q3	$87K	Hold	1,089	–	–	0.01%	250
2020 Q2	$82K	Hold	1,089	–	–	0.01%	257
2020 Q1	$69K	Buy	+1,089	New	+$87K	0.01%	253

Other funds holding PAYX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Endurance Wealth Management's PAYX Position: Q2 2023 in Review

Endurance Wealth Management held its Paychex (PAYX) position steady in Q2 2023 at 1,089 shares worth $122K. The position accounts for 0.02% of the portfolio, ranked #252.

Endurance Wealth Management first reported a position in PAYX in Q1 2020 and has held it in 14 quarters since. The position peaked at $149K in Q1 2022. 1,417 funds tracked by Wall St. Rank hold PAYX as of Q2 2023.

Endurance Wealth Management held 1,089 shares of Paychex worth $122K as of Q2 2023.
Endurance Wealth Management left its Paychex share count unchanged in Q2 2023.
Paychex made up 0.02% of Endurance Wealth Management's portfolio in Q2 2023, its #252 holding.
Endurance Wealth Management first reported a position in Paychex in Q1 2020 and has held it in 14 quarters since.
Endurance Wealth Management's Paychex position peaked at $149K in Q1 2022.
1,417 funds tracked by Wall St. Rank held Paychex as of Q2 2023.

Based on Endurance Wealth Management's 13F filing for Q2 2023, filed 9 Aug 2023.