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Legend Financial Advisors’s Paychex PAYX Stock Holding History

Legend Financial 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
Q3 		– Sell
-230
Closed -$27.3K – 243
2024
Q2 		$27.3K Hold
230
– – 0.02% 87
2024
Q1 		$28.2K Hold
230
– – 0.02% 76
2023
Q4 		$27.4K Hold
230
– – 0.02% 74
2023
Q3 		$26.5K Hold
230
– – 0.02% 85
2023
Q2 		$25.7K Hold
230
– – 0.02% 86
2023
Q1 		$26.4K Hold
230
– – 0.02% 85
2022
Q4 		$26.6K Hold
230
– – 0.02% 95
2022
Q3 		$25.8K Buy
+230
New +$28.5K 0.02% 88

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

Legend Financial Advisors's PAYX Position: Q3 2024 in Review

Legend Financial Advisors sold out of Paychex (PAYX) in Q3 2024, closing a stake of 230 shares — an estimated $27.3K sold.

Legend Financial Advisors first reported a position in PAYX in Q3 2022 and held it in 8 quarters. The position peaked at $28.2K in Q1 2024. 1,541 funds tracked by Wall St. Rank hold PAYX as of Q3 2024.

  • Legend Financial Advisors reported no remaining Paychex position as of Q3 2024 after selling out during the quarter.
  • Legend Financial Advisors sold 230 Paychex shares in Q3 2024, an estimated $27.3K.
  • Legend Financial Advisors first reported a position in Paychex in Q3 2022 and held it in 8 quarters.
  • Legend Financial Advisors's Paychex position peaked at $28.2K in Q1 2024.
  • 1,541 funds tracked by Wall St. Rank held Paychex as of Q3 2024.

Based on Legend Financial Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.