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Kapitalo Investimentos’s Paychex PAYX Stock Holding History

Kapitalo Investimentos’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 		– Sell
-1,669
Closed -$205K – 268
2024
Q1 		$205K Buy
+1,669
New +$203K 0.05% 250
2023
Q4 		– Sell
-3,085
Closed -$356K – 673
2023
Q3 		$356K Buy
+3,085
New +$372K 0.05% 166

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

Kapitalo Investimentos's PAYX Position: Q2 2024 in Review

Kapitalo Investimentos sold out of Paychex (PAYX) in Q2 2024, closing a stake of 1,669 shares — an estimated $205K sold.

Kapitalo Investimentos first reported a position in PAYX in Q3 2023 and held it in 2 quarters. The position peaked at $356K in Q3 2023. 1,514 funds tracked by Wall St. Rank hold PAYX as of Q2 2024.

  • Kapitalo Investimentos reported no remaining Paychex position as of Q2 2024 after selling out during the quarter.
  • Kapitalo Investimentos sold 1,669 Paychex shares in Q2 2024, an estimated $205K.
  • Kapitalo Investimentos first reported a position in Paychex in Q3 2023 and held it in 2 quarters.
  • Kapitalo Investimentos's Paychex position peaked at $356K in Q3 2023.
  • 1,514 funds tracked by Wall St. Rank held Paychex as of Q2 2024.

Based on Kapitalo Investimentos's 13F filing for Q2 2024, filed 14 Aug 2024.