Sutton Wealth Advisors’s Paychex PAYX Stock Holding History

Sutton Wealth 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
2023 Q3	$124K	Sell	1,077 -1	-0.1%	-$121	0.06%	150
2023 Q2	$121K	Sell	1,078 -4	-0.4%	-$437	0.06%	151
2023 Q1	$124K	Buy	1,082 +1	+0.1%	+$114	0.07%	142
2022 Q4	$125K	Sell	1,081 -29	-3%	-$3.39K	0.05%	221
2022 Q3	$125K	Buy	1,110 +13	+1%	+$1.61K	0.05%	222
2022 Q2	$125K	Buy	1,097 +4	+0.4%	+$502	0.05%	213
2022 Q1	$149K	Buy	1,093 +22	+2%	+$2.7K	0.05%	206
2021 Q4	$146K	Buy	1,071 +6	+0.6%	+$742	0.05%	214
2021 Q3	$120K	Hold	1,065	–	–	0.04%	232
2021 Q2	$114K	Hold	1,065	–	–	0.04%	238
2021 Q1	$104K	Sell	1,065 -10	-0.9%	-$921	0.04%	238
2020 Q4	$100K	Buy	1,075 +12	+1%	+$1.07K	0.04%	225
2020 Q3	$84.8K	Hold	1,063	–	–	0.04%	229
2020 Q2	$80.5K	Buy	1,063 +5	+0.5%	+$347	0.04%	225
2020 Q1	$66.6K	Buy	1,058 +18	+2%	+$1.44K	0.04%	228
2019 Q4	$88.5K	Hold	1,040	–	–	0.05%	225
2019 Q3	$86.1K	Hold	1,040	–	–	0.05%	226
2019 Q2	$85.6K	Hold	1,040	–	–	0.05%	226
2019 Q1	$83.4K	Buy	1,040 +9	+0.9%	+$664	0.05%	228
2018 Q4	$67.2K	Buy	1,031 +550	+114%	+$37.3K	0.04%	237
2018 Q3	$35.4K	Hold	481	–	–	0.02%	386
2018 Q2	$32.9K	Hold	481	–	–	0.02%	401
2018 Q1	$29.6K	Hold	481	–	–	0.02%	424
2017 Q4	$32.7K	Hold	481	–	–	0.02%	391
2017 Q3	$28.8K	Hold	481	–	–	0.02%	414
2017 Q2	$27.4K	Buy	481 +5	+1%	+$294	0.02%	431
2017 Q1	$28K	Hold	476	–	–	0.02%	388
2016 Q4	$29K	Hold	476	–	–	0.03%	379
2016 Q3	$27.5K	Hold	476	–	–	0.03%	381
2016 Q2	$28.3K	Hold	476	–	–	0.03%	346
2016 Q1	$25.7K	Buy	+476	New	+$24K	0.02%	372

Other funds holding PAYX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sutton Wealth Advisors's PAYX Position: Q3 2023 in Review

Sutton Wealth Advisors reduced its Paychex (PAYX) stake by 0.09% in Q3 2023, selling an estimated $121 and leaving 1,077 shares worth $124K. The position accounts for 0.06% of the portfolio, ranked #150.

Sutton Wealth Advisors first reported a position in PAYX in Q1 2016 and has held it in 31 quarters since. The position peaked at $149K in Q1 2022. 1,443 funds tracked by Wall St. Rank hold PAYX as of Q3 2023.

Sutton Wealth Advisors held 1,077 shares of Paychex worth $124K as of Q3 2023.
Sutton Wealth Advisors sold 1 Paychex share in Q3 2023, an estimated $121.
Paychex made up 0.06% of Sutton Wealth Advisors's portfolio in Q3 2023, its #150 holding.
Sutton Wealth Advisors first reported a position in Paychex in Q1 2016 and has held it in 31 quarters since.
Sutton Wealth Advisors's Paychex position peaked at $149K in Q1 2022.
1,443 funds tracked by Wall St. Rank held Paychex as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.