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Money Concepts Capital’s Paychex PAYX Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-1,792
Closed -$207K – 2149
2022
Q4 		$207K Buy
1,792
+826
+86% +$96.7K 0.01% 666
2022
Q3 		$108K Buy
966
+5
+0.5% +$620 0.01% 559
2022
Q2 		$112K Sell
961
-625
-39% -$78.5K 0.01% 542
2022
Q1 		$216K Buy
1,586
+89
+6% +$10.9K 0.01% 703
2021
Q4 		$204K Buy
+1,497
New +$185K 0.02% 485

Other funds holding PAYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Money Concepts Capital's PAYX Position: Q1 2023 in Review

Money Concepts Capital sold out of Paychex (PAYX) in Q1 2023, closing a stake of 1,792 shares — an estimated $207K sold.

Money Concepts Capital first reported a position in PAYX in Q4 2021 and held it in 5 quarters. The position peaked at $216K in Q1 2022. 1,429 funds tracked by Wall St. Rank hold PAYX as of Q1 2023.

  • Money Concepts Capital reported no remaining Paychex position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 1,792 Paychex shares in Q1 2023, an estimated $207K.
  • Money Concepts Capital first reported a position in Paychex in Q4 2021 and held it in 5 quarters.
  • Money Concepts Capital's Paychex position peaked at $216K in Q1 2022.
  • 1,429 funds tracked by Wall St. Rank held Paychex as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.