JDM Financial Group’s Paychex PAYX Stock Holding History

JDM Financial Group’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	-162	Closed	-$18.6K	–	218
2023 Q1	$18.6K	Hold	162	–	–	0.02%	100
2022 Q4	$18.7K	Buy	+162	New	+$19K	0.02%	101

Other funds holding PAYX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JDM Financial Group's PAYX Position: Q2 2023 in Review

JDM Financial Group sold out of Paychex (PAYX) in Q2 2023, closing a stake of 162 shares — an estimated $18.6K sold.

JDM Financial Group first reported a position in PAYX in Q4 2022 and held it in 2 quarters. The position peaked at $18.7K in Q4 2022. 1,415 funds tracked by Wall St. Rank hold PAYX as of Q2 2023.

JDM Financial Group reported no remaining Paychex position as of Q2 2023 after selling out during the quarter.
JDM Financial Group sold 162 Paychex shares in Q2 2023, an estimated $18.6K.
JDM Financial Group first reported a position in Paychex in Q4 2022 and held it in 2 quarters.
JDM Financial Group's Paychex position peaked at $18.7K in Q4 2022.
1,415 funds tracked by Wall St. Rank held Paychex as of Q2 2023.

Based on JDM Financial Group's 13F filing for Q2 2023, filed 7 Aug 2023.