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Regal Investment Advisors’s Paychex PAYX Stock Holding History

Regal Investment 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
2024
Q1 		– Sell
-1,966
Closed -$234K – 596
2023
Q4 		$234K Buy
1,966
+8
+0.4% +$948 0.02% 477
2023
Q3 		$226K Buy
+1,958
New +$236K 0.02% 444
2015
Q4 		– Sell
-1,687
Closed -$80K – 697
2015
Q3 		$80K Hold
1,687
– – 0.02% 377
2015
Q2 		$79K Hold
1,687
– – 0.02% 369
2015
Q1 		$84K Sell
1,687
-40
-2% -$1.94K 0.02% 362
2014
Q4 		$80K Sell
1,727
-40
-2% -$1.85K 0.02% 340
2014
Q3 		$78K Hold
1,767
– – 0.02% 345
2014
Q2 		$73K Hold
1,767
– – 0.03% 322
2014
Q1 		$75K Sell
1,767
-276
-14% -$11.7K 0.03% 298
2013
Q4 		$93K Buy
+2,043
New +$87.2K 0.05% 220

Other funds holding PAYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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

Regal Investment Advisors's PAYX Position: Q1 2024 in Review

Regal Investment Advisors sold out of Paychex (PAYX) in Q1 2024, closing a stake of 1,966 shares — an estimated $234K sold.

Regal Investment Advisors first reported a position in PAYX in Q4 2013 and held it in 10 quarters. The position peaked at $234K in Q4 2023. 1,528 funds tracked by Wall St. Rank hold PAYX as of Q1 2024.

  • Regal Investment Advisors reported no remaining Paychex position as of Q1 2024 after selling out during the quarter.
  • Regal Investment Advisors sold 1,966 Paychex shares in Q1 2024, an estimated $234K.
  • Regal Investment Advisors first reported a position in Paychex in Q4 2013 and held it in 10 quarters.
  • Regal Investment Advisors's Paychex position peaked at $234K in Q4 2023.
  • 1,528 funds tracked by Wall St. Rank held Paychex as of Q1 2024.

Based on Regal Investment Advisors's 13F filing for Q1 2024, filed 15 May 2024.