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Planning Capital Management Corporation’s Paychex PAYX Stock Holding History

Planning Capital Management Corporation’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 		– Sell
-8
Closed -$949 – 878
2024
Q2 		$949 Hold
8
– – ﹤0.01% 590
2024
Q1 		$983 Buy
+8
New +$971 ﹤0.01% 610

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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 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Planning Capital Management Corporation's PAYX Position: Q3 2024 in Review

Planning Capital Management Corporation sold out of Paychex (PAYX) in Q3 2024, closing a stake of 8 shares — an estimated $949 sold.

Planning Capital Management Corporation first reported a position in PAYX in Q1 2024 and held it in 2 quarters. The position peaked at $983 in Q1 2024. 1,542 funds tracked by Wall St. Rank hold PAYX as of Q3 2024.

  • Planning Capital Management Corporation reported no remaining Paychex position as of Q3 2024 after selling out during the quarter.
  • Planning Capital Management Corporation sold 8 Paychex shares in Q3 2024, an estimated $949.
  • Planning Capital Management Corporation first reported a position in Paychex in Q1 2024 and held it in 2 quarters.
  • Planning Capital Management Corporation's Paychex position peaked at $983 in Q1 2024.
  • 1,542 funds tracked by Wall St. Rank held Paychex as of Q3 2024.

Based on Planning Capital Management Corporation's 13F filing for Q3 2024, filed 6 Nov 2024.