FIM
PAYX icon

FWL Investment Management’s Paychex PAYX Stock Holding History

FWL 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
2023
Q4 		– Sell
-560
Closed -$64.6K – 252
2023
Q3 		$64.6K Buy
+560
New +$67.5K 0.04% 76
2023
Q1 		– Sell
-560
Closed -$64.7K – 157
2022
Q4 		$64.7K Buy
+560
New +$65.5K 0.05% 84

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
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

FWL Investment Management's PAYX Position: Q4 2023 in Review

FWL Investment Management sold out of Paychex (PAYX) in Q4 2023, closing a stake of 560 shares — an estimated $64.6K sold.

FWL Investment Management first reported a position in PAYX in Q4 2022 and held it in 2 quarters. The position peaked at $64.7K in Q4 2022. 1,507 funds tracked by Wall St. Rank hold PAYX as of Q4 2023.

  • FWL Investment Management reported no remaining Paychex position as of Q4 2023 after selling out during the quarter.
  • FWL Investment Management sold 560 Paychex shares in Q4 2023, an estimated $64.6K.
  • FWL Investment Management first reported a position in Paychex in Q4 2022 and held it in 2 quarters.
  • FWL Investment Management's Paychex position peaked at $64.7K in Q4 2022.
  • 1,507 funds tracked by Wall St. Rank held Paychex as of Q4 2023.

Based on FWL Investment Management's 13F filing for Q4 2023, filed 13 Feb 2024.