ISWM
PAYX icon

Independent Solutions Wealth Management’s Paychex PAYX Stock Holding History

Independent Solutions 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
2023
Q2 		– Sell
-1,996
Closed -$229K – 232
2023
Q1 		$229K Sell
1,996
-59
-3% -$6.71K 0.07% 192
2022
Q4 		$237K Hold
2,055
– – 0.07% 191
2022
Q3 		$231K Hold
2,055
– – 0.08% 187
2022
Q2 		$234K Buy
+2,055
New +$258K 0.07% 189

Other funds holding PAYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Independent Solutions Wealth Management's PAYX Position: Q2 2023 in Review

Independent Solutions Wealth Management sold out of Paychex (PAYX) in Q2 2023, closing a stake of 1,996 shares — an estimated $229K sold.

Independent Solutions Wealth Management first reported a position in PAYX in Q2 2022 and held it in 4 quarters. The position peaked at $237K in Q4 2022. 1,416 funds tracked by Wall St. Rank hold PAYX as of Q2 2023.

  • Independent Solutions Wealth Management reported no remaining Paychex position as of Q2 2023 after selling out during the quarter.
  • Independent Solutions Wealth Management sold 1,996 Paychex shares in Q2 2023, an estimated $229K.
  • Independent Solutions Wealth Management first reported a position in Paychex in Q2 2022 and held it in 4 quarters.
  • Independent Solutions Wealth Management's Paychex position peaked at $237K in Q4 2022.
  • 1,416 funds tracked by Wall St. Rank held Paychex as of Q2 2023.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2023, filed 19 Dec 2024.