Financial Synergies Wealth Advisors’s Paychex PAYX Stock Holding History

Financial Synergies Wealth 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	–	Sell	-3	Closed	-$369	–	342
2024 Q1	$369	Hold	3	–	–	﹤0.01%	477
2023 Q4	$347	Hold	3	–	–	﹤0.01%	407
2023 Q3	$346	Hold	3	–	–	﹤0.01%	465
2023 Q2	$336	Hold	3	–	–	﹤0.01%	466
2023 Q1	$344	Hold	3	–	–	﹤0.01%	453
2022 Q4	$347	Hold	3	–	–	﹤0.01%	407
2022 Q3	$337	Hold	3	–	–	﹤0.01%	407
2022 Q2	$342	Buy	+3	New	+$377	﹤0.01%	421

Other funds holding PAYX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Synergies Wealth Advisors's PAYX Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Paychex (PAYX) in Q2 2024, closing a stake of 3 shares — an estimated $369 sold.

Financial Synergies Wealth Advisors first reported a position in PAYX in Q2 2022 and held it in 8 quarters. The position peaked at $369 in Q1 2024. 1,514 funds tracked by Wall St. Rank hold PAYX as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Paychex position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 3 Paychex shares in Q2 2024, an estimated $369.
Financial Synergies Wealth Advisors first reported a position in Paychex in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's Paychex position peaked at $369 in Q1 2024.
1,514 funds tracked by Wall St. Rank held Paychex as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.