Steward Partners Investment Solutions’s Paychex PAYX Stock Holding History

Steward Partners Investment Solutions’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	$491K	Buy	+3,997	New	+$485K	0.08%	160

Other funds holding PAYX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Steward Partners Investment Solutions's PAYX Position: Q1 2024 in Review

Steward Partners Investment Solutions opened a new position in Paychex (PAYX) in Q1 2024: 3,997 shares worth $491K. The stake represents 0.08% of the portfolio and ranks #160 among its holdings.

1,529 funds tracked by Wall St. Rank hold PAYX as of Q1 2024.

Steward Partners Investment Solutions held 3,997 shares of Paychex worth $491K as of Q1 2024.
Paychex was a new Steward Partners Investment Solutions position in Q1 2024.
Paychex made up 0.08% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #160 holding.
1,529 funds tracked by Wall St. Rank held Paychex as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.