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KLR Investment Advisors’s Paychex PAYX Stock Holding History

KLR Investment 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
2024
Q1 		$619K Buy
5,104
+227
+5% +$27.6K 0.45% 54
2023
Q4 		$581K Buy
4,877
+537
+12% +$63.6K 0.42% 59
2023
Q3 		$497K Sell
4,340
-420
-9% -$50.6K 0.45% 64
2023
Q2 		$533K Buy
4,760
+164
+4% +$17.9K 0.44% 60
2023
Q1 		$527K Sell
4,596
-1,259
-22% -$143K 0.46% 63
2022
Q4 		$677K Buy
+5,855
New +$685K 0.56% 41

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
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
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

KLR Investment Advisors's PAYX Position: Q1 2024 in Review

KLR Investment Advisors increased its Paychex (PAYX) stake by 4.7% in Q1 2024, buying an estimated $27.6K and bringing the position to 5,104 shares worth $619K. The position accounts for 0.45% of the portfolio, ranked #54.

KLR Investment Advisors first reported a position in PAYX in Q4 2022 and has held it in 6 quarters since. The position peaked at $677K in Q4 2022. 1,528 funds tracked by Wall St. Rank hold PAYX as of Q1 2024.

  • KLR Investment Advisors held 5,104 shares of Paychex worth $619K as of Q1 2024.
  • KLR Investment Advisors bought 227 Paychex shares in Q1 2024, an estimated $27.6K.
  • Paychex made up 0.45% of KLR Investment Advisors's portfolio in Q1 2024, its #54 holding.
  • KLR Investment Advisors first reported a position in Paychex in Q4 2022 and has held it in 6 quarters since.
  • KLR Investment Advisors's Paychex position peaked at $677K in Q4 2022.
  • 1,528 funds tracked by Wall St. Rank held Paychex as of Q1 2024.

Based on KLR Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.