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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T 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 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 San Francisco, California $501B AUM 22.01% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return