LifeSteps Financial’s Paychex PAYX Stock Holding History

LifeSteps Financial’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 Q2	–	Sell	-102	Closed	-$12.5K	–	311
2024 Q1	$12.5K	Buy	+102	New	+$12.4K	0.01%	280

Other funds holding PAYX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

LifeSteps Financial's PAYX Position: Q2 2024 in Review

LifeSteps Financial sold out of Paychex (PAYX) in Q2 2024, closing a stake of 102 shares — an estimated $12.5K sold.

LifeSteps Financial first reported a position in PAYX in Q1 2024 and held it in 1 quarter. The position peaked at $12.5K in Q1 2024. 1,513 funds tracked by Wall St. Rank hold PAYX as of Q2 2024.

LifeSteps Financial reported no remaining Paychex position as of Q2 2024 after selling out during the quarter.
LifeSteps Financial sold 102 Paychex shares in Q2 2024, an estimated $12.5K.
LifeSteps Financial first reported a position in Paychex in Q1 2024 and held it in 1 quarter.
LifeSteps Financial's Paychex position peaked at $12.5K in Q1 2024.
1,513 funds tracked by Wall St. Rank held Paychex as of Q2 2024.

Based on LifeSteps Financial's 13F filing for Q2 2024, filed 17 Jul 2024.