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Liberty Wealth Management’s Paychex PAYX Stock Holding History

Liberty 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
Q3 		– Sell
-51,055
Closed -$135K – 246
2024
Q2 		$135K Buy
+51,055
New +$6.24M 0.02% 199
2021
Q4 		– Sell
-1,218
Closed -$143K – 823
2021
Q3 		$143K Buy
1,218
+562
+86% +$63.1K 0.05% 222
2021
Q2 		$70K Sell
656
-8
-1% -$805 0.03% 262
2021
Q1 		$59K Hold
664
– – 0.03% 253
2020
Q4 		$59K Buy
664
+278
+72% +$24.7K 0.03% 251
2020
Q3 		$31K Buy
386
+50
+15% +$3.75K 0.02% 323
2020
Q2 		$25K Buy
336
+2
+0.6% +$139 0.02% 347
2020
Q1 		$21K Buy
334
+1
+0.3% +$80 0.02% 352
2019
Q4 		$28K Buy
333
+2
+0.6% +$169 0.02% 354
2019
Q3 		$27K Buy
331
+2
+0.6% +$166 0.03% 342
2019
Q2 		$27K Buy
329
+1
+0.3% +$84 0.02% 354
2019
Q1 		$26K Sell
328
-59
-15% -$4.35K 0.02% 306
2018
Q4 		$25K Buy
+387
New +$26.2K 0.02% 292

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 $3.37T 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
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

Liberty Wealth Management's PAYX Position: Q3 2024 in Review

Liberty Wealth Management sold out of Paychex (PAYX) in Q3 2024, closing a stake of 51,055 shares — an estimated $135K sold.

Liberty Wealth Management first reported a position in PAYX in Q4 2018 and held it in 13 quarters. The position peaked at $143K in Q3 2021. 1,542 funds tracked by Wall St. Rank hold PAYX as of Q3 2024.

  • Liberty Wealth Management reported no remaining Paychex position as of Q3 2024 after selling out during the quarter.
  • Liberty Wealth Management sold 51,055 Paychex shares in Q3 2024, an estimated $135K.
  • Liberty Wealth Management first reported a position in Paychex in Q4 2018 and held it in 13 quarters.
  • Liberty Wealth Management's Paychex position peaked at $143K in Q3 2021.
  • 1,542 funds tracked by Wall St. Rank held Paychex as of Q3 2024.

Based on Liberty Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.