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

BlackRock New York $5.7T 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 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 San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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

Geode Capital Management

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

Bank of America

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