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Level Financial Advisors’s Paychex PAYX Stock Holding History

Level 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
Q1 		– Sell
-562
Closed -$66.9K – 199
2023
Q4 		$66.9K Hold
562
– – 0.03% 102
2023
Q3 		$64.8K Buy
562
+500
+806% +$60.3K 0.04% 98
2023
Q2 		$6.94K Hold
62
– – ﹤0.01% 204
2023
Q1 		$7.11K Hold
62
– – ﹤0.01% 176
2022
Q4 		$7K Hold
62
– – ﹤0.01% 178
2022
Q3 		$7K Hold
62
– – 0.01% 182
2022
Q2 		$7K Hold
62
– – 0.01% 197
2022
Q1 		$8K Hold
62
– – 0.01% 164
2021
Q4 		$8K Buy
+62
New +$7.66K 0.01% 185

Other funds holding PAYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 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
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 America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Level Financial Advisors's PAYX Position: Q1 2024 in Review

Level Financial Advisors sold out of Paychex (PAYX) in Q1 2024, closing a stake of 562 shares — an estimated $66.9K sold.

Level Financial Advisors first reported a position in PAYX in Q4 2021 and held it in 9 quarters. The position peaked at $66.9K in Q4 2023. 1,530 funds tracked by Wall St. Rank hold PAYX as of Q1 2024.

  • Level Financial Advisors reported no remaining Paychex position as of Q1 2024 after selling out during the quarter.
  • Level Financial Advisors sold 562 Paychex shares in Q1 2024, an estimated $66.9K.
  • Level Financial Advisors first reported a position in Paychex in Q4 2021 and held it in 9 quarters.
  • Level Financial Advisors's Paychex position peaked at $66.9K in Q4 2023.
  • 1,530 funds tracked by Wall St. Rank held Paychex as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.