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First Foundation Advisors’s Paychex PAYX Stock Holding History

First Foundation 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
Q3 		– Sell
-422
Closed -$50K – 425
2024
Q2 		$50K Sell
422
-74
-15% -$9.04K ﹤0.01% 404
2024
Q1 		$60.9K Sell
496
-153
-24% -$18.6K ﹤0.01% 399
2023
Q4 		$77.3K Sell
649
-1,870
-74% -$222K ﹤0.01% 398
2023
Q3 		$291K Sell
2,519
-1,343
-35% -$162K 0.01% 329
2023
Q2 		$432K Buy
3,862
+1,261
+48% +$138K 0.02% 262
2023
Q1 		$298K Buy
2,601
+228
+10% +$25.9K 0.01% 297
2022
Q4 		$274K Buy
2,373
+211
+10% +$24.7K 0.01% 319
2022
Q3 		$243K Sell
2,162
-243
-10% -$30.1K 0.01% 315
2022
Q2 		$274K Sell
2,405
-118
-5% -$14.8K 0.01% 324
2022
Q1 		$344K Sell
2,523
-5
-0.2% -$614 0.01% 318
2021
Q4 		$346K Buy
2,528
+465
+23% +$57.5K 0.01% 324
2021
Q3 		$232K Buy
2,063
+97
+5% +$10.9K 0.01% 391
2021
Q2 		$211K Sell
1,966
-1,145
-37% -$115K 0.01% 422
2021
Q1 		$305K Sell
3,111
-203
-6% -$18.7K 0.01% 335
2020
Q4 		$309K Buy
3,314
+190
+6% +$16.9K 0.01% 333
2020
Q3 		$249K Buy
3,124
+37
+1% +$2.78K 0.01% 323
2020
Q2 		$234K Buy
+3,087
New +$214K 0.01% 312
2020
Q1 		– Sell
-2,923
Closed -$249K – 362
2019
Q4 		$249K Buy
2,923
+400
+16% +$33.7K 0.01% 315
2019
Q3 		$209K Buy
+2,523
New +$210K 0.01% 334

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 $3.37T 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 $617B AUM 30.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

First Foundation Advisors's PAYX Position: Q3 2024 in Review

First Foundation Advisors sold out of Paychex (PAYX) in Q3 2024, closing a stake of 422 shares — an estimated $50K sold.

First Foundation Advisors first reported a position in PAYX in Q3 2019 and held it in 19 quarters. The position peaked at $432K in Q2 2023. 1,542 funds tracked by Wall St. Rank hold PAYX as of Q3 2024.

  • First Foundation Advisors reported no remaining Paychex position as of Q3 2024 after selling out during the quarter.
  • First Foundation Advisors sold 422 Paychex shares in Q3 2024, an estimated $50K.
  • First Foundation Advisors first reported a position in Paychex in Q3 2019 and held it in 19 quarters.
  • First Foundation Advisors's Paychex position peaked at $432K in Q2 2023.
  • 1,542 funds tracked by Wall St. Rank held Paychex as of Q3 2024.

Based on First Foundation Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.