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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
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 $484B AUM 34.9% 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 $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Janiczek Wealth Management's PAYX Position: Q2 2024 in Review

Janiczek Wealth Management increased its Paychex (PAYX) stake by 17% in Q2 2024, buying an estimated $14.9K and bringing the position to 843 shares worth $99.9K. The position accounts for 0.02% of the portfolio, ranked #276.

Janiczek Wealth Management first reported a position in PAYX in Q3 2020 and has held it in 16 quarters since. The position peaked at $104K in Q3 2023. 1,514 funds tracked by Wall St. Rank hold PAYX as of Q2 2024.

  • Janiczek Wealth Management held 843 shares of Paychex worth $99.9K as of Q2 2024.
  • Janiczek Wealth Management bought 122 Paychex shares in Q2 2024, an estimated $14.9K.
  • Paychex made up 0.02% of Janiczek Wealth Management's portfolio in Q2 2024, its #276 holding.
  • Janiczek Wealth Management first reported a position in Paychex in Q3 2020 and has held it in 16 quarters since.
  • Janiczek Wealth Management's Paychex position peaked at $104K in Q3 2023.
  • 1,514 funds tracked by Wall St. Rank held Paychex as of Q2 2024.

Based on Janiczek Wealth Management's 13F filing for Q2 2024, filed 25 Jul 2024.