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Lake Street Advisors Group’s Paychex PAYX Stock Holding History

Lake Street Advisors 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
2024
Q4 		$413K Buy
2,943
+190
+7% +$27K 0.02% 367
2024
Q3 		$369K Sell
2,753
-97
-3% -$12.3K 0.02% 396
2024
Q2 		$338K Buy
2,850
+36
+1% +$4.4K 0.02% 409
2024
Q1 		$346K Buy
2,814
+345
+14% +$41.9K 0.02% 426
2023
Q4 		$294K Buy
+2,469
New +$293K 0.01% 443

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 $427B AUM 29.17% 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 $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 $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.88B AUM 29.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lake Street Advisors Group's PAYX Position: Q4 2024 in Review

Lake Street Advisors Group increased its Paychex (PAYX) stake by 6.9% in Q4 2024, buying an estimated $27K and bringing the position to 2,943 shares worth $413K. The position accounts for 0.02% of the portfolio, ranked #367.

Lake Street Advisors Group first reported a position in PAYX in Q4 2023 and has held it in 5 quarters since. 1,635 funds tracked by Wall St. Rank hold PAYX as of Q4 2024.

  • Lake Street Advisors Group held 2,943 shares of Paychex worth $413K as of Q4 2024.
  • Lake Street Advisors Group bought 190 Paychex shares in Q4 2024, an estimated $27K.
  • Paychex made up 0.02% of Lake Street Advisors Group's portfolio in Q4 2024, its #367 holding.
  • Lake Street Advisors Group first reported a position in Paychex in Q4 2023 and has held it in 5 quarters since.
  • 1,635 funds tracked by Wall St. Rank held Paychex as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.