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Industrial Alliance Investment Management’s Paychex PAYX Stock Holding History

Industrial Alliance Investment 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
-38,472
Closed -$4.41M – 409
2023
Q1 		$4.41M Sell
38,472
-11,202
-23% -$1.27M 0.12% 144
2022
Q4 		$5.74M Sell
49,674
-1,560
-3% -$183K 0.16% 134
2022
Q3 		$5.75M Buy
51,234
+777
+2% +$96.3K 0.17% 131
2022
Q2 		$5.75M Sell
50,457
-3,020
-6% -$379K 0.16% 131
2022
Q1 		$7.3M Buy
53,477
+15,253
+40% +$1.87M 0.17% 131
2021
Q4 		$5.22M Buy
+38,224
New +$4.73M 0.12% 157

Other funds holding PAYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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

Industrial Alliance Investment Management's PAYX Position: Q2 2023 in Review

Industrial Alliance Investment Management sold out of Paychex (PAYX) in Q2 2023, closing a stake of 38,472 shares — an estimated $4.41M sold.

Industrial Alliance Investment Management first reported a position in PAYX in Q4 2021 and held it in 6 quarters. The position peaked at $7.3M in Q1 2022. 1,417 funds tracked by Wall St. Rank hold PAYX as of Q2 2023.

  • Industrial Alliance Investment Management reported no remaining Paychex position as of Q2 2023 after selling out during the quarter.
  • Industrial Alliance Investment Management sold 38,472 Paychex shares in Q2 2023, an estimated $4.41M.
  • Industrial Alliance Investment Management first reported a position in Paychex in Q4 2021 and held it in 6 quarters.
  • Industrial Alliance Investment Management's Paychex position peaked at $7.3M in Q1 2022.
  • 1,417 funds tracked by Wall St. Rank held Paychex as of Q2 2023.

Based on Industrial Alliance Investment Management's 13F filing for Q2 2023, filed 14 Aug 2023.