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Gray Wealth Management’s Paychex PAYX Stock Holding History

Gray Wealth 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
2024
Q4 		$308K Sell
2,195
-99
-4% -$14.1K 0.12% 101
2024
Q3 		$308K Buy
2,294
+270
+13% +$34.3K 0.12% 99
2024
Q2 		$240K Buy
2,024
+1
+0% +$122 0.1% 116
2024
Q1 		$248K Sell
2,023
-199
-9% -$24.2K 0.11% 114
2023
Q4 		$265K Sell
2,222
-125
-5% -$14.8K 0.13% 95
2023
Q3 		$271K Buy
2,347
+1
+0% +$121 0.14% 94
2023
Q2 		$262K Buy
2,346
+1
+0% +$109 0.13% 100
2023
Q1 		$269K Sell
2,345
-49
-2% -$5.58K 0.15% 96
2022
Q4 		$277K Buy
2,394
+1
+0% +$117 0.16% 94
2022
Q3 		$268K Sell
2,393
-64
-3% -$7.93K 0.17% 83
2022
Q2 		$280K Buy
2,457
+1
+0% +$126 0.17% 82
2022
Q1 		$335K Buy
2,456
+1
+0% +$123 0.17% 79
2021
Q4 		$335K Sell
2,455
-52
-2% -$6.43K 0.17% 81
2021
Q3 		$282K Buy
2,507
+1
+0% +$112 0.16% 89
2021
Q2 		$269K Sell
2,506
-59
-2% -$5.93K 0.15% 90
2021
Q1 		$251K Buy
2,565
+2
+0.1% +$184 0.16% 92
2020
Q4 		$240K Hold
2,563
– – 0.16% 91
2020
Q3 		$204K Sell
2,563
-108
-4% -$8.11K 0.16% 95
2020
Q2 		$202K Buy
+2,671
New +$185K 0.17% 92

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

Gray Wealth Management's PAYX Position: Q4 2024 in Review

Gray Wealth Management reduced its Paychex (PAYX) stake by 4.3% in Q4 2024, selling an estimated $14.1K and leaving 2,195 shares worth $308K. The position accounts for 0.12% of the portfolio, ranked #101.

Gray Wealth Management first reported a position in PAYX in Q2 2020 and has held it in 19 quarters since. The position peaked at $335K in Q1 2022. 1,634 funds tracked by Wall St. Rank hold PAYX as of Q4 2024.

  • Gray Wealth Management held 2,195 shares of Paychex worth $308K as of Q4 2024.
  • Gray Wealth Management sold 99 Paychex shares in Q4 2024, an estimated $14.1K.
  • Paychex made up 0.12% of Gray Wealth Management's portfolio in Q4 2024, its #101 holding.
  • Gray Wealth Management first reported a position in Paychex in Q2 2020 and has held it in 19 quarters since.
  • Gray Wealth Management's Paychex position peaked at $335K in Q1 2022.
  • 1,634 funds tracked by Wall St. Rank held Paychex as of Q4 2024.

Based on Gray Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.