Janiczek Wealth Management’s Paychex PAYX Stock Holding History

Janiczek 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
2024 Q2	$99.9K	Buy	843 +122	+17%	+$14.9K	0.02%	276
2024 Q1	$88.5K	Buy	721 +21	+3%	+$2.55K	0.02%	319
2023 Q4	$83.4K	Sell	700 -206	-23%	-$24.4K	0.02%	302
2023 Q3	$104K	Buy	906 +348	+62%	+$41.9K	0.03%	239
2023 Q2	$62.4K	Sell	558 -17	-3%	-$1.86K	0.02%	290
2023 Q1	$62.1K	Sell	575 -255	-31%	-$29K	0.02%	286
2022 Q4	$99.5K	Sell	830 -32	-4%	-$3.75K	0.03%	224
2022 Q3	$95K	Buy	862 +251	+41%	+$31.1K	0.03%	203
2022 Q2	$78K	Buy	611 +372	+156%	+$46.7K	0.02%	239
2022 Q1	$33K	Sell	239 -26	-10%	-$3.19K	0.01%	376
2021 Q4	$36K	Buy	265 +26	+11%	+$3.21K	0.01%	370
2021 Q3	$27K	Buy	239 +8	+3%	+$899	0.01%	404
2021 Q2	$25K	Buy	231 +20	+9%	+$2.01K	0.01%	382
2021 Q1	$21K	Sell	211 -57	-21%	-$5.25K	0.01%	397
2020 Q4	$25K	Buy	268 +240	+857%	+$21.3K	0.01%	313
2020 Q3	$2K	Buy	+28	New	+$2.1K	﹤0.01%	517

Other funds holding PAYX

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

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 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 San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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