Householder Group Estate & Retirement Specialist’s Paychex PAYX Stock Holding History

Householder Group Estate & Retirement Specialist’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	–	Sell	-51	Closed	-$6K	–	988
2024 Q3	$6K	Sell	51 -415	-89%	-$52.7K	﹤0.01%	905
2024 Q2	$55K	Sell	466 -42	-8%	-$5.13K	0.02%	458
2024 Q1	$62.4K	Buy	508 +1	+0.2%	+$121	0.02%	432
2023 Q4	$60K	Buy	507 +1	+0.2%	+$118	0.02%	429
2023 Q3	$58.5K	Buy	+506	New	+$61K	0.02%	412
2023 Q1	$58K	Buy	+506	New	+$57.6K	0.02%	415
2022 Q4	–	Sell	-504	Closed	-$56K	–	862
2022 Q3	$56K	Buy	+504	New	+$62.5K	0.02%	376

Other funds holding PAYX

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

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

Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's PAYX Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of Paychex (PAYX) in Q4 2024, closing a stake of 51 shares — an estimated $6K sold.

Householder Group Estate & Retirement Specialist first reported a position in PAYX in Q3 2022 and held it in 7 quarters. The position peaked at $62.4K in Q1 2024. 1,635 funds tracked by Wall St. Rank hold PAYX as of Q4 2024.

Householder Group Estate & Retirement Specialist reported no remaining Paychex position as of Q4 2024 after selling out during the quarter.
Householder Group Estate & Retirement Specialist sold 51 Paychex shares in Q4 2024, an estimated $6K.
Householder Group Estate & Retirement Specialist first reported a position in Paychex in Q3 2022 and held it in 7 quarters.
Householder Group Estate & Retirement Specialist's Paychex position peaked at $62.4K in Q1 2024.
1,635 funds tracked by Wall St. Rank held Paychex as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.