PCA Investment Advisory Services’s Paychex PAYX Stock Holding History

PCA Investment 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
2025 Q1	–	Sell	-1,508	Closed	-$211K	–	115
2024 Q4	$211K	Buy	1,508 +2	+0.1%	+$284	0.1%	134
2024 Q3	$202K	Buy	+1,506	New	+$191K	0.1%	148
2023 Q3	–	Sell	-1,455	Closed	-$163K	–	329
2023 Q2	$163K	Buy	+1,455	New	+$159K	0.1%	139

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PCA Investment Advisory Services's PAYX Position: Q1 2025 in Review

PCA Investment Advisory Services sold out of Paychex (PAYX) in Q1 2025, closing a stake of 1,508 shares — an estimated $211K sold.

PCA Investment Advisory Services first reported a position in PAYX in Q2 2023 and held it in 3 quarters. The position peaked at $211K in Q4 2024. 1,702 funds tracked by Wall St. Rank hold PAYX as of Q1 2025.

PCA Investment Advisory Services reported no remaining Paychex position as of Q1 2025 after selling out during the quarter.
PCA Investment Advisory Services sold 1,508 Paychex shares in Q1 2025, an estimated $211K.
PCA Investment Advisory Services first reported a position in Paychex in Q2 2023 and held it in 3 quarters.
PCA Investment Advisory Services's Paychex position peaked at $211K in Q4 2024.
1,702 funds tracked by Wall St. Rank held Paychex as of Q1 2025.

Based on PCA Investment Advisory Services's 13F filing for Q1 2025, filed 5 May 2025.