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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SignalPoint Asset Management's PAYX Position: Q4 2024 in Review

SignalPoint Asset Management reduced its Paychex (PAYX) stake by 5.6% in Q4 2024, selling an estimated $13.8K and leaving 1,634 shares worth $229K. The position accounts for 0.06% of the portfolio, ranked #228.

SignalPoint Asset Management first reported a position in PAYX in Q1 2021 and has held it in 14 quarters since. The position peaked at $269K in Q1 2022. 1,637 funds tracked by Wall St. Rank hold PAYX as of Q4 2024.

  • SignalPoint Asset Management held 1,634 shares of Paychex worth $229K as of Q4 2024.
  • SignalPoint Asset Management sold 97 Paychex shares in Q4 2024, an estimated $13.8K.
  • Paychex made up 0.06% of SignalPoint Asset Management's portfolio in Q4 2024, its #228 holding.
  • SignalPoint Asset Management first reported a position in Paychex in Q1 2021 and has held it in 14 quarters since.
  • SignalPoint Asset Management's Paychex position peaked at $269K in Q1 2022.
  • 1,637 funds tracked by Wall St. Rank held Paychex as of Q4 2024.

Based on SignalPoint Asset Management's 13F filing for Q4 2024, filed 14 Jan 2025.