Hohimer Wealth Management’s Paychex PAYX Stock Holding History

Hohimer 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 Q2	–	Sell	-8,863	Closed	-$1.09M	–	248
2024 Q1	$1.09M	Buy	+8,863	New	+$1.08M	0.26%	107
2022 Q1	–	Sell	-19,933	Closed	-$2.72M	–	223
2021 Q4	$2.72M	Buy	19,933 +94	+0.5%	+$11.6K	0.57%	65
2021 Q3	$2.23M	Buy	19,839 +539	+3%	+$60.5K	0.47%	82
2021 Q2	$2.07M	Buy	19,300 +1,547	+9%	+$156K	0.42%	87
2021 Q1	$1.74M	Buy	17,753 +4,159	+31%	+$383K	0.42%	81
2020 Q4	$1.27M	Buy	13,594 +114	+0.8%	+$10.1K	0.34%	96
2020 Q3	$1.1M	Buy	13,480 +389	+3%	+$29.2K	0.31%	107
2020 Q2	$992K	Buy	13,091 +7,504	+134%	+$520K	0.34%	102
2020 Q1	$383K	Buy	+5,587	New	+$446K	0.16%	155

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

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

Hohimer Wealth Management's PAYX Position: Q2 2024 in Review

Hohimer Wealth Management sold out of Paychex (PAYX) in Q2 2024, closing a stake of 8,863 shares — an estimated $1.09M sold.

Hohimer Wealth Management first reported a position in PAYX in Q1 2020 and held it in 9 quarters. The position peaked at $2.72M in Q4 2021. 1,513 funds tracked by Wall St. Rank hold PAYX as of Q2 2024.

Hohimer Wealth Management reported no remaining Paychex position as of Q2 2024 after selling out during the quarter.
Hohimer Wealth Management sold 8,863 Paychex shares in Q2 2024, an estimated $1.09M.
Hohimer Wealth Management first reported a position in Paychex in Q1 2020 and held it in 9 quarters.
Hohimer Wealth Management's Paychex position peaked at $2.72M in Q4 2021.
1,513 funds tracked by Wall St. Rank held Paychex as of Q2 2024.

Based on Hohimer Wealth Management's 13F filing for Q2 2024, filed 2 Aug 2024.