Heck Capital Advisors’s Paychex PAYX Stock Holding History

Heck Capital 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
2025 Q1	–	Sell	-15	Closed	-$2.1K	–	623
2024 Q4	$2.1K	Buy	+15	New	+$2.13K	﹤0.01%	640

Other funds holding PAYX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Heck Capital Advisors's PAYX Position: Q1 2025 in Review

Heck Capital Advisors sold out of Paychex (PAYX) in Q1 2025, closing a stake of 15 shares — an estimated $2.1K sold.

Heck Capital Advisors first reported a position in PAYX in Q4 2024 and held it in 1 quarter. The position peaked at $2.1K in Q4 2024. 1,704 funds tracked by Wall St. Rank hold PAYX as of Q1 2025.

Heck Capital Advisors reported no remaining Paychex position as of Q1 2025 after selling out during the quarter.
Heck Capital Advisors sold 15 Paychex shares in Q1 2025, an estimated $2.1K.
Heck Capital Advisors first reported a position in Paychex in Q4 2024 and held it in 1 quarter.
Heck Capital Advisors's Paychex position peaked at $2.1K in Q4 2024.
1,704 funds tracked by Wall St. Rank held Paychex as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.