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Geller Advisors’s Paychex PAYX Stock Holding History

Geller 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
Q4 		$394K Buy
2,809
+54
+2% +$7.67K 0.03% 169
2024
Q3 		$370K Sell
2,755
-168
-6% -$21.3K 0.03% 177
2024
Q2 		$347K Buy
2,923
+135
+5% +$16.5K 0.03% 190
2024
Q1 		$342K Sell
2,788
-125
-4% -$15.2K 0.03% 196
2023
Q4 		$347K Sell
2,913
-63
-2% -$7.46K 0.03% 177
2023
Q3 		$343K Sell
2,976
-53
-2% -$6.39K 0.04% 165
2023
Q2 		$339K Buy
3,029
+877
+41% +$95.9K 0.04% 166
2023
Q1 		$247K Buy
2,152
+65
+3% +$7.39K 0.04% 148
2022
Q4 		$241K Sell
2,087
-56
-3% -$6.55K 0.04% 126
2022
Q3 		$240K Buy
2,143
+126
+6% +$15.6K 0.05% 105
2022
Q2 		$230K Buy
2,017
+9
+0.4% +$1.13K 0.05% 117
2022
Q1 		$274K Buy
2,008
+406
+25% +$49.8K 0.05% 121
2021
Q4 		$219K Buy
+1,602
New +$198K 0.04% 162

Other funds holding PAYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
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 New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geller Advisors's PAYX Position: Q4 2024 in Review

Geller Advisors increased its Paychex (PAYX) stake by 2% in Q4 2024, buying an estimated $7.67K and bringing the position to 2,809 shares worth $394K. The position accounts for 0.03% of the portfolio, ranked #169.

Geller Advisors first reported a position in PAYX in Q4 2021 and has held it in 13 quarters since. 1,634 funds tracked by Wall St. Rank hold PAYX as of Q4 2024.

  • Geller Advisors held 2,809 shares of Paychex worth $394K as of Q4 2024.
  • Geller Advisors bought 54 Paychex shares in Q4 2024, an estimated $7.67K.
  • Paychex made up 0.03% of Geller Advisors's portfolio in Q4 2024, its #169 holding.
  • Geller Advisors first reported a position in Paychex in Q4 2021 and has held it in 13 quarters since.
  • 1,634 funds tracked by Wall St. Rank held Paychex as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.