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Investment Partners’s Paychex PAYX Stock Holding History

Investment Partners’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
-1,987
Closed -$228K – 136
2023
Q1 		$228K Buy
1,987
+8
+0.4% +$910 0.12% 128
2022
Q4 		$229K Sell
1,979
-1,874
-49% -$219K 0.12% 132
2022
Q3 		$432K Buy
3,853
+563
+17% +$69.8K 0.13% 148
2022
Q2 		$375K Buy
3,290
+13
+0.4% +$1.63K 0.18% 100
2022
Q1 		$447K Buy
3,277
+13
+0.4% +$1.6K 0.19% 93
2021
Q4 		$445K Sell
3,264
-479
-13% -$59.2K 0.18% 99
2021
Q3 		$421K Buy
3,743
+15
+0.4% +$1.69K 0.19% 97
2021
Q2 		$400K Buy
3,728
+737
+25% +$74.1K 0.18% 99
2021
Q1 		$293K Buy
2,991
+17
+0.6% +$1.57K 0.14% 124
2020
Q4 		$277K Buy
2,974
+17
+0.6% +$1.51K 0.15% 120
2020
Q3 		$236K Buy
2,957
+21
+0.7% +$1.58K 0.14% 117
2020
Q2 		$222K Buy
+2,936
New +$203K 0.13% 120
2020
Q1 		– Sell
-2,897
Closed -$246K – 137
2019
Q4 		$246K Buy
2,897
+17
+0.6% +$1.43K 0.17% 128
2019
Q3 		$238K Buy
2,880
+19
+0.7% +$1.58K 0.17% 125
2019
Q2 		$235K Buy
2,861
+17
+0.6% +$1.43K 0.17% 133
2019
Q1 		$228K Buy
+2,844
New +$210K 0.16% 130
2018
Q4 		– Sell
-2,807
Closed -$247 – 146
2018
Q3 		$247 Buy
+2,807
New +$202K 0.14% 101
2018
Q1 		– Sell
-4,580
Closed -$312K – 156
2017
Q4 		$312K Buy
+4,580
New +$301K 0.23% 102

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

Investment Partners's PAYX Position: Q2 2023 in Review

Investment Partners sold out of Paychex (PAYX) in Q2 2023, closing a stake of 1,987 shares — an estimated $228K sold.

Investment Partners first reported a position in PAYX in Q4 2017 and held it in 18 quarters. The position peaked at $447K in Q1 2022. 1,417 funds tracked by Wall St. Rank hold PAYX as of Q2 2023.

  • Investment Partners reported no remaining Paychex position as of Q2 2023 after selling out during the quarter.
  • Investment Partners sold 1,987 Paychex shares in Q2 2023, an estimated $228K.
  • Investment Partners first reported a position in Paychex in Q4 2017 and held it in 18 quarters.
  • Investment Partners's Paychex position peaked at $447K in Q1 2022.
  • 1,417 funds tracked by Wall St. Rank held Paychex as of Q2 2023.

Based on Investment Partners's 13F filing for Q2 2023, filed 8 Aug 2023.