GYL Financial Synergies’s Paychex PAYX Stock Holding History

GYL Financial Synergies’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	$1.9M	Sell	14,138 -373	-3%	-$47.4K	0.14%	138
2024 Q2	$1.72M	Buy	14,511 +1,130	+8%	+$138K	0.13%	137
2024 Q1	$1.64M	Buy	13,381 +11,391	+572%	+$1.38M	0.13%	139
2023 Q4	$237K	Sell	1,990 -241	-11%	-$28.6K	0.02%	324
2023 Q3	$257K	Buy	2,231 +420	+23%	+$50.6K	0.03%	290
2023 Q2	$203K	Sell	1,811 -34	-2%	-$3.72K	0.02%	334
2023 Q1	$211K	Buy	1,845 +105	+6%	+$11.9K	0.03%	268
2022 Q4	$201K	Buy	+1,740	New	+$204K	0.04%	210
2022 Q2	–	Sell	-1,643	Closed	-$224K	–	205
2022 Q1	$224K	Hold	1,643	–	–	0.05%	189
2021 Q4	$224K	Buy	+1,643	New	+$203K	0.06%	192

Other funds holding PAYX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

GYL Financial Synergies's PAYX Position: Q3 2024 in Review

GYL Financial Synergies reduced its Paychex (PAYX) stake by 2.6% in Q3 2024, selling an estimated $47.4K and leaving 14,138 shares worth $1.9M. The position accounts for 0.14% of the portfolio, ranked #138.

GYL Financial Synergies first reported a position in PAYX in Q4 2021 and has held it in 10 quarters since. 1,542 funds tracked by Wall St. Rank hold PAYX as of Q3 2024.

GYL Financial Synergies held 14,138 shares of Paychex worth $1.9M as of Q3 2024.
GYL Financial Synergies sold 373 Paychex shares in Q3 2024, an estimated $47.4K.
Paychex made up 0.14% of GYL Financial Synergies's portfolio in Q3 2024, its #138 holding.
GYL Financial Synergies first reported a position in Paychex in Q4 2021 and has held it in 10 quarters since.
1,542 funds tracked by Wall St. Rank held Paychex as of Q3 2024.

Based on GYL Financial Synergies's 13F filing for Q3 2024, filed 7 Nov 2024.