Obermeyer Wealth Partners’s Paychex PAYX Stock Holding History

Obermeyer Wealth Partners’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	-10,808	Closed	-$1.33M	–	258
2024 Q1	$1.33M	Buy	+10,808	New	+$1.31M	0.08%	82

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

Obermeyer Wealth Partners's PAYX Position: Q2 2024 in Review

Obermeyer Wealth Partners sold out of Paychex (PAYX) in Q2 2024, closing a stake of 10,808 shares — an estimated $1.33M sold.

Obermeyer Wealth Partners first reported a position in PAYX in Q1 2024 and held it in 1 quarter. The position peaked at $1.33M in Q1 2024. 1,513 funds tracked by Wall St. Rank hold PAYX as of Q2 2024.

Obermeyer Wealth Partners reported no remaining Paychex position as of Q2 2024 after selling out during the quarter.
Obermeyer Wealth Partners sold 10,808 Paychex shares in Q2 2024, an estimated $1.33M.
Obermeyer Wealth Partners first reported a position in Paychex in Q1 2024 and held it in 1 quarter.
Obermeyer Wealth Partners's Paychex position peaked at $1.33M in Q1 2024.
1,513 funds tracked by Wall St. Rank held Paychex as of Q2 2024.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2024, filed 1 Aug 2024.