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Fernwood Investment Management’s Paychex PAYX Stock Holding History

Fernwood Investment 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
2024
Q2 		– Sell
-80
Closed -$9.82K – 550
2024
Q1 		$9.82K Buy
+80
New +$9.71K ﹤0.01% 572

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

Fernwood Investment Management's PAYX Position: Q2 2024 in Review

Fernwood Investment Management sold out of Paychex (PAYX) in Q2 2024, closing a stake of 80 shares — an estimated $9.82K sold.

Fernwood Investment Management first reported a position in PAYX in Q1 2024 and held it in 1 quarter. The position peaked at $9.82K in Q1 2024. 1,514 funds tracked by Wall St. Rank hold PAYX as of Q2 2024.

  • Fernwood Investment Management reported no remaining Paychex position as of Q2 2024 after selling out during the quarter.
  • Fernwood Investment Management sold 80 Paychex shares in Q2 2024, an estimated $9.82K.
  • Fernwood Investment Management first reported a position in Paychex in Q1 2024 and held it in 1 quarter.
  • Fernwood Investment Management's Paychex position peaked at $9.82K in Q1 2024.
  • 1,514 funds tracked by Wall St. Rank held Paychex as of Q2 2024.

Based on Fernwood Investment Management's 13F filing for Q2 2024, filed 31 Jul 2024.