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Schechter Investment Advisors’s Paychex PAYX Stock Holding History

Schechter 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
2025
Q1 		$664K Sell
4,302
-266
-6% -$39.1K 0.05% 304
2024
Q4 		$641K Sell
4,568
-125
-3% -$17.8K 0.05% 333
2024
Q3 		$630K Sell
4,693
-1,321
-22% -$168K 0.05% 351
2024
Q2 		$713K Buy
6,014
+1,070
+22% +$131K 0.05% 304
2024
Q1 		$607K Sell
4,944
-850
-15% -$103K 0.05% 343
2023
Q4 		$690K Buy
5,794
+561
+11% +$66.5K 0.06% 295
2023
Q3 		$604K Sell
5,233
-243
-4% -$29.3K 0.06% 303
2023
Q2 		$613K Sell
5,476
-303
-5% -$33.1K 0.06% 339
2023
Q1 		$662K Sell
5,779
-355
-6% -$40.4K 0.06% 347
2022
Q4 		$709K Buy
6,134
+343
+6% +$40.1K 0.06% 396
2022
Q3 		$650K Sell
5,791
-574
-9% -$71.1K 0.06% 425
2022
Q2 		$724K Buy
6,365
+2,487
+64% +$312K 0.07% 398
2022
Q1 		$529K Buy
3,878
+404
+12% +$49.6K 0.05% 511
2021
Q4 		$474K Buy
+3,474
New +$429K 0.04% 521

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
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Schechter Investment Advisors's PAYX Position: Q1 2025 in Review

Schechter Investment Advisors reduced its Paychex (PAYX) stake by 5.8% in Q1 2025, selling an estimated $39.1K and leaving 4,302 shares worth $664K. The position accounts for 0.05% of the portfolio, ranked #304.

Schechter Investment Advisors first reported a position in PAYX in Q4 2021 and has held it in 14 quarters since. The position peaked at $724K in Q2 2022. 1,702 funds tracked by Wall St. Rank hold PAYX as of Q1 2025.

  • Schechter Investment Advisors held 4,302 shares of Paychex worth $664K as of Q1 2025.
  • Schechter Investment Advisors sold 266 Paychex shares in Q1 2025, an estimated $39.1K.
  • Paychex made up 0.05% of Schechter Investment Advisors's portfolio in Q1 2025, its #304 holding.
  • Schechter Investment Advisors first reported a position in Paychex in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's Paychex position peaked at $724K in Q2 2022.
  • 1,702 funds tracked by Wall St. Rank held Paychex as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.