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Pacific Capital Wealth Advisors’s Paychex PAYX Stock Holding History

Pacific Capital Wealth Advisors’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
2025
Q1 		– Sell
-404
Closed -$56.6K – 289
2024
Q4 		$56.6K Hold
404
– – 0.01% 139
2024
Q3 		$54.2K Hold
404
– – 0.01% 150
2024
Q2 		$47.9K Hold
404
– – 0.01% 153
2024
Q1 		$49.6K Hold
404
– – 0.01% 134
2023
Q4 		$48.1K Buy
+404
New +$47.9K 0.01% 136
2020
Q4 		– Sell
-372
Closed -$30K – 154
2020
Q3 		$30K Buy
+372
New +$27.9K 0.02% 125

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
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Pacific Capital Wealth Advisors's PAYX Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Paychex (PAYX) in Q1 2025, closing a stake of 404 shares — an estimated $56.6K sold.

Pacific Capital Wealth Advisors first reported a position in PAYX in Q3 2020 and held it in 6 quarters. The position peaked at $56.6K in Q4 2024. 1,704 funds tracked by Wall St. Rank hold PAYX as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining Paychex position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 404 Paychex shares in Q1 2025, an estimated $56.6K.
  • Pacific Capital Wealth Advisors first reported a position in Paychex in Q3 2020 and held it in 6 quarters.
  • Pacific Capital Wealth Advisors's Paychex position peaked at $56.6K in Q4 2024.
  • 1,704 funds tracked by Wall St. Rank held Paychex as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.