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Fiduciary Alliance’s Paychex PAYX Stock Holding History

Fiduciary Alliance’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
Q3 		– Sell
-12
Closed -$1.34K – 698
2023
Q2 		$1.34K Buy
+12
New +$1.31K ﹤0.01% 834
2023
Q1 		– Sell
-12
Closed -$1.39K – 635
2022
Q4 		$1.39K Buy
+12
New +$1.4K ﹤0.01% 742

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 $3.38T AUM 44.17% 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 $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Fiduciary Alliance's PAYX Position: Q3 2023 in Review

Fiduciary Alliance sold out of Paychex (PAYX) in Q3 2023, closing a stake of 12 shares — an estimated $1.34K sold.

Fiduciary Alliance first reported a position in PAYX in Q4 2022 and held it in 2 quarters. The position peaked at $1.39K in Q4 2022. 1,443 funds tracked by Wall St. Rank hold PAYX as of Q3 2023.

  • Fiduciary Alliance reported no remaining Paychex position as of Q3 2023 after selling out during the quarter.
  • Fiduciary Alliance sold 12 Paychex shares in Q3 2023, an estimated $1.34K.
  • Fiduciary Alliance first reported a position in Paychex in Q4 2022 and held it in 2 quarters.
  • Fiduciary Alliance's Paychex position peaked at $1.39K in Q4 2022.
  • 1,443 funds tracked by Wall St. Rank held Paychex as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.