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Epic Trust Investment Advisors’s Paychex PAYX Stock Holding History

Epic Trust Investment 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 		$247K Buy
2,082
+372
+22% +$45.5K 0.27% 95
2024
Q1 		$210K Buy
+1,710
New +$208K 0.26% 105
2023
Q3 		– Sell
-1,849
Closed -$207K – 103
2023
Q2 		$207K Buy
+1,849
New +$202K 0.29% 99

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 $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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

Epic Trust Investment Advisors's PAYX Position: Q2 2024 in Review

Epic Trust Investment Advisors increased its Paychex (PAYX) stake by 22% in Q2 2024, buying an estimated $45.5K and bringing the position to 2,082 shares worth $247K. The position accounts for 0.27% of the portfolio, ranked #95.

Epic Trust Investment Advisors first reported a position in PAYX in Q2 2023 and has held it in 3 quarters since. 1,514 funds tracked by Wall St. Rank hold PAYX as of Q2 2024.

  • Epic Trust Investment Advisors held 2,082 shares of Paychex worth $247K as of Q2 2024.
  • Epic Trust Investment Advisors bought 372 Paychex shares in Q2 2024, an estimated $45.5K.
  • Paychex made up 0.27% of Epic Trust Investment Advisors's portfolio in Q2 2024, its #95 holding.
  • Epic Trust Investment Advisors first reported a position in Paychex in Q2 2023 and has held it in 3 quarters since.
  • 1,514 funds tracked by Wall St. Rank held Paychex as of Q2 2024.

Based on Epic Trust Investment Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.