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

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Koshinski Asset Management

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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