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Kolinsky Wealth Management’s Paychex PAYX Stock Holding History

Kolinsky 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
Q4 		$755K Buy
5,386
+299
+6% +$42.5K 0.46% 35
2024
Q3 		$683K Buy
5,087
+101
+2% +$12.8K 0.44% 45
2024
Q2 		$591K Buy
4,986
+110
+2% +$13.4K 0.42% 48
2024
Q1 		$599K Buy
4,876
+98
+2% +$11.9K 0.46% 46
2023
Q4 		$569K Sell
4,778
-31
-0.6% -$3.67K 0.5% 41
2023
Q3 		$555K Sell
4,809
-11
-0.2% -$1.33K 0.55% 37
2023
Q2 		$527K Buy
4,820
+230
+5% +$25.2K 0.5% 41
2023
Q1 		$526K Buy
4,590
+18
+0.4% +$2.05K 0.56% 32
2022
Q4 		$528K Buy
4,572
+121
+3% +$14.2K 0.6% 28
2022
Q3 		$499K Sell
4,451
-69
-2% -$8.55K 0.63% 29
2022
Q2 		$515K Sell
4,520
-89
-2% -$11.2K 0.61% 28
2022
Q1 		$629K Buy
4,609
+422
+10% +$51.8K 0.62% 26
2021
Q4 		$572K Buy
+4,187
New +$518K 0.53% 32

Other funds holding PAYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Kolinsky Wealth Management's PAYX Position: Q4 2024 in Review

Kolinsky Wealth Management increased its Paychex (PAYX) stake by 5.9% in Q4 2024, buying an estimated $42.5K and bringing the position to 5,386 shares worth $755K. The position accounts for 0.46% of the portfolio, ranked #35.

Kolinsky Wealth Management first reported a position in PAYX in Q4 2021 and has held it in 13 quarters since. 1,637 funds tracked by Wall St. Rank hold PAYX as of Q4 2024.

  • Kolinsky Wealth Management held 5,386 shares of Paychex worth $755K as of Q4 2024.
  • Kolinsky Wealth Management bought 299 Paychex shares in Q4 2024, an estimated $42.5K.
  • Paychex made up 0.46% of Kolinsky Wealth Management's portfolio in Q4 2024, its #35 holding.
  • Kolinsky Wealth Management first reported a position in Paychex in Q4 2021 and has held it in 13 quarters since.
  • 1,637 funds tracked by Wall St. Rank held Paychex as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.