LWM Advisory Services’s Paychex PAYX Stock Holding History

LWM Advisory Services’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
2023 Q4	–	Sell	-793	Closed	-$90.7K	–	131
2023 Q3	$90.7K	Buy	+793	New	+$95.6K	0.1%	83

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

Morgan Stanley New York $1.66T AUM 25.57% 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

LWM Advisory Services's PAYX Position: Q4 2023 in Review

LWM Advisory Services sold out of Paychex (PAYX) in Q4 2023, closing a stake of 793 shares — an estimated $90.7K sold.

LWM Advisory Services first reported a position in PAYX in Q3 2023 and held it in 1 quarter. The position peaked at $90.7K in Q3 2023. 1,506 funds tracked by Wall St. Rank hold PAYX as of Q4 2023.

LWM Advisory Services reported no remaining Paychex position as of Q4 2023 after selling out during the quarter.
LWM Advisory Services sold 793 Paychex shares in Q4 2023, an estimated $90.7K.
LWM Advisory Services first reported a position in Paychex in Q3 2023 and held it in 1 quarter.
LWM Advisory Services's Paychex position peaked at $90.7K in Q3 2023.
1,506 funds tracked by Wall St. Rank held Paychex as of Q4 2023.

Based on LWM Advisory Services's 13F filing for Q4 2023, filed 5 Feb 2024.