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J.W. Coons Advisors’s Paychex PAYX Stock Holding History

J.W. Coons Advisors’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
2025
Q2 		$2.25M Buy
15,501
+344
+2% +$51.8K 0.51% 54
2025
Q1 		$2.34M Sell
15,157
-271
-2% -$39.9K 0.62% 45
2024
Q4 		$2.16M Sell
15,428
-175
-1% -$24.9K 0.56% 48
2024
Q3 		$2.09M Sell
15,603
-126
-0.8% -$16K 0.52% 51
2024
Q2 		$1.86M Sell
15,729
-640
-4% -$78.2K 0.45% 55
2024
Q1 		$2.01M Sell
16,369
-615
-4% -$74.6K 0.45% 50
2023
Q4 		$2.02M Sell
16,984
-100
-0.6% -$11.8K 0.55% 45
2023
Q3 		$1.97M Sell
17,084
-1,460
-8% -$176K 0.57% 46
2023
Q2 		$2.07M Sell
18,544
-6,325
-25% -$692K 0.57% 46
2023
Q1 		$2.85M Sell
24,869
-395
-2% -$44.9K 0.82% 34
2022
Q4 		$2.92M Buy
25,264
+592
+2% +$69.3K 0.87% 32
2022
Q3 		$2.77M Buy
24,672
+939
+4% +$116K 1.05% 24
2022
Q2 		$2.7M Sell
23,733
-2,662
-10% -$334K 0.95% 28
2022
Q1 		$3.61M Buy
26,395
+146
+0.6% +$17.9K 1.07% 20
2021
Q4 		$3.59M Sell
26,249
-1,695
-6% -$210K 1.08% 20
2021
Q3 		$3.14M Buy
27,944
+1,435
+5% +$161K 1.07% 19
2021
Q2 		$2.85M Buy
26,509
+288
+1% +$29K 1.01% 27
2021
Q1 		$2.57M Buy
26,221
+621
+2% +$57.2K 0.92% 29
2020
Q4 		$2.39M Buy
25,600
+1,410
+6% +$125K 0.91% 29
2020
Q3 		$1.93M Sell
24,190
-5,404
-18% -$406K 0.8% 32
2020
Q2 		$2.25M Buy
29,594
+804
+3% +$55.7K 1% 25
2020
Q1 		$1.81M Buy
+28,790
New +$2.3M 0.95% 27

Other funds holding PAYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return