SignalPoint Asset Management’s Paychex PAYX Stock Holding History

SignalPoint Asset Management’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 Q4	$229K	Sell	1,634 -97	-6%	-$13.8K	0.06%	228
2024 Q3	$230K	Buy	1,731 +3	+0.2%	+$381	0.05%	238
2024 Q2	$205K	Sell	1,728 -47	-3%	-$5.74K	0.05%	250
2024 Q1	$218K	Buy	1,775 +3	+0.2%	+$364	0.06%	229
2023 Q4	$211K	Buy	1,772 +2	+0.1%	+$237	0.06%	214
2023 Q3	$204K	Buy	+1,770	New	+$213K	0.07%	202
2023 Q1	–	Sell	-2,001	Closed	-$231K	–	223
2022 Q4	$231K	Buy	2,001 +3	+0.2%	+$351	0.08%	195
2022 Q3	$224K	Buy	1,998 +77	+4%	+$9.54K	0.09%	190
2022 Q2	$218K	Sell	1,921 -49	-2%	-$6.15K	0.08%	195
2022 Q1	$269K	Buy	1,970 +2	+0.1%	+$246	0.09%	186
2021 Q4	$268K	Buy	1,968 +3	+0.2%	+$371	0.08%	194
2021 Q3	$221K	Sell	1,965 -183	-9%	-$20.6K	0.07%	210
2021 Q2	$231K	Buy	2,148 +2	+0.1%	+$201	0.08%	205
2021 Q1	$210K	Buy	+2,146	New	+$198K	0.07%	208

Other funds holding PAYX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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 San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Koshinski Asset Management

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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