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Strategic Financial Concepts’s Paychex PAYX Stock Holding History

Strategic Financial Concepts’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
Q3 		– Sell
-24,938
Closed -$1.17K – 567
2024
Q2 		$1.17K Buy
+24,938
New +$3.05M ﹤0.01% 597

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

Strategic Financial Concepts's PAYX Position: Q3 2024 in Review

Strategic Financial Concepts sold out of Paychex (PAYX) in Q3 2024, closing a stake of 24,938 shares — an estimated $1.17K sold.

Strategic Financial Concepts first reported a position in PAYX in Q2 2024 and held it in 1 quarter. The position peaked at $1.17K in Q2 2024. 1,541 funds tracked by Wall St. Rank hold PAYX as of Q3 2024.

  • Strategic Financial Concepts reported no remaining Paychex position as of Q3 2024 after selling out during the quarter.
  • Strategic Financial Concepts sold 24,938 Paychex shares in Q3 2024, an estimated $1.17K.
  • Strategic Financial Concepts first reported a position in Paychex in Q2 2024 and held it in 1 quarter.
  • Strategic Financial Concepts's Paychex position peaked at $1.17K in Q2 2024.
  • 1,541 funds tracked by Wall St. Rank held Paychex as of Q3 2024.

Based on Strategic Financial Concepts's 13F filing for Q3 2024, filed 12 Nov 2024.