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Monumental Financial Group’s Paychex PAYX Stock Holding History

Monumental Financial Group’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 		$974K Sell
7,255
-1,172
-14% -$149K 0.36% 33
2024
Q2 		$999K Sell
8,427
-1,077
-11% -$132K 0.44% 29
2024
Q1 		$1.17M Sell
9,504
-309
-3% -$37.5K 0.62% 30
2023
Q4 		$1.17M Sell
9,813
-46
-0.5% -$5.45K 0.7% 27
2023
Q3 		$1.14M Buy
9,859
+325
+3% +$39.2K 0.76% 26
2023
Q2 		$1.07M Buy
+9,534
New +$1.04M 0.72% 31

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

Monumental Financial Group's PAYX Position: Q3 2024 in Review

Monumental Financial Group reduced its Paychex (PAYX) stake by 14% in Q3 2024, selling an estimated $149K and leaving 7,255 shares worth $974K. The position accounts for 0.36% of the portfolio, ranked #33.

Monumental Financial Group first reported a position in PAYX in Q2 2023 and has held it in 6 quarters since. The position peaked at $1.17M in Q4 2023. 1,542 funds tracked by Wall St. Rank hold PAYX as of Q3 2024.

  • Monumental Financial Group held 7,255 shares of Paychex worth $974K as of Q3 2024.
  • Monumental Financial Group sold 1,172 Paychex shares in Q3 2024, an estimated $149K.
  • Paychex made up 0.36% of Monumental Financial Group's portfolio in Q3 2024, its #33 holding.
  • Monumental Financial Group first reported a position in Paychex in Q2 2023 and has held it in 6 quarters since.
  • Monumental Financial Group's Paychex position peaked at $1.17M in Q4 2023.
  • 1,542 funds tracked by Wall St. Rank held Paychex as of Q3 2024.

Based on Monumental Financial Group's 13F filing for Q3 2024, filed 21 Oct 2024.