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Laurel Wealth Advisors (California)’s Paychex PAYX Stock Holding History

Laurel Wealth Advisors (California)’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
2022
Q4 		$538K Buy
4,654
+14
+0.3% +$1.64K 0.05% 342
2022
Q3 		$521K Sell
4,640
-893
-16% -$111K 0.06% 331
2022
Q2 		$630K Buy
5,533
+300
+6% +$37.7K 0.06% 307
2022
Q1 		$714K Buy
5,233
+12
+0.2% +$1.47K 0.06% 322
2021
Q4 		$713K Buy
5,221
+744
+17% +$92K 0.06% 344
2021
Q3 		$503K Sell
4,477
-183
-4% -$20.6K 0.09% 228
2021
Q2 		$500K Sell
4,660
-115
-2% -$11.6K 0.06% 276
2021
Q1 		$468K Sell
4,775
-164
-3% -$15.1K 0.07% 266
2020
Q4 		$460K Buy
4,939
+3
+0.1% +$266 0.07% 257
2020
Q3 		$394K Sell
4,936
-54
-1% -$4.05K 0.07% 257
2020
Q2 		$378K Buy
4,990
+174
+4% +$12.1K 0.07% 258
2020
Q1 		$303K Sell
4,816
-726
-13% -$58K 0.07% 272
2019
Q4 		$472K Sell
5,542
-1,271
-19% -$107K 0.08% 265
2019
Q3 		$564K Buy
6,813
+1,459
+27% +$121K 0.1% 226
2019
Q2 		$441K Sell
5,354
-58
-1% -$4.89K 0.1% 228
2019
Q1 		$434K Buy
5,412
+14
+0.3% +$1.03K 0.11% 210
2018
Q4 		$351K Buy
5,398
+118
+2% +$7.99K 0.1% 220
2018
Q3 		$388K Sell
5,280
-2,796
-35% -$201K 0.1% 231
2018
Q2 		$552K Sell
8,076
-76
-0.9% -$4.9K 0.15% 152
2018
Q1 		$502K Sell
8,152
-2,081
-20% -$138K 0.16% 159
2017
Q4 		$696K Buy
10,233
+3,924
+62% +$258K 0.2% 120
2017
Q3 		$378K Sell
6,309
-107
-2% -$6.11K 0.13% 186
2017
Q2 		$365K Buy
6,416
+456
+8% +$26.8K 0.13% 185
2017
Q1 		$351K Buy
5,960
+592
+11% +$36K 0.14% 177
2016
Q4 		$326K Sell
5,368
-2,339
-30% -$135K 0.14% 167
2016
Q3 		$446K Sell
7,707
-100
-1% -$6K 0.21% 122
2016
Q2 		$465K Sell
7,807
-31
-0.4% -$1.66K 0.22% 114
2016
Q1 		$423K Sell
7,838
-111
-1% -$5.59K 0.21% 124
2015
Q4 		$420K Buy
+7,949
New +$416K 0.22% 122

Other funds holding PAYX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Laurel Wealth Advisors (California)'s PAYX Position: Q4 2022 in Review

Laurel Wealth Advisors (California) increased its Paychex (PAYX) stake by 0.3% in Q4 2022, buying an estimated $1.64K and bringing the position to 4,654 shares worth $538K. The position accounts for 0.05% of the portfolio, ranked #342.

Laurel Wealth Advisors (California) first reported a position in PAYX in Q4 2015 and has held it in 29 quarters since. The position peaked at $714K in Q1 2022. 1,444 funds tracked by Wall St. Rank hold PAYX as of Q4 2022.

  • Laurel Wealth Advisors (California) held 4,654 shares of Paychex worth $538K as of Q4 2022.
  • Laurel Wealth Advisors (California) bought 14 Paychex shares in Q4 2022, an estimated $1.64K.
  • Paychex made up 0.05% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #342 holding.
  • Laurel Wealth Advisors (California) first reported a position in Paychex in Q4 2015 and has held it in 29 quarters since.
  • Laurel Wealth Advisors (California)'s Paychex position peaked at $714K in Q1 2022.
  • 1,444 funds tracked by Wall St. Rank held Paychex as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.