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SWS Partners’s Paychex PAYX Stock Holding History

SWS Partners’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
-77
Closed -$9.13K – 239
2024
Q2 		$9.13K Buy
+77
New +$9.41K ﹤0.01% 252
2022
Q2 		– Sell
-123
Closed -$17K – 105
2022
Q1 		$17K Buy
+123
New +$15.1K 0.01% 100
2018
Q4 		$1.6M Sell
24,554
-4,443
-15% -$301K 1.21% 31
2018
Q3 		$2.62M Sell
28,997
-832
-3% -$59.8K 1.66% 19
2018
Q2 		$2.04M Buy
29,829
+5,189
+21% +$335K 1.43% 24
2018
Q1 		$1.49M Buy
24,640
+688
+3% +$45.5K 1.09% 41
2017
Q4 		$1.63M Buy
+23,952
New +$1.57M 1.23% 32

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

SWS Partners's PAYX Position: Q3 2024 in Review

SWS Partners sold out of Paychex (PAYX) in Q3 2024, closing a stake of 77 shares — an estimated $9.13K sold.

SWS Partners first reported a position in PAYX in Q4 2017 and held it in 7 quarters. The position peaked at $2.62M in Q3 2018. 1,541 funds tracked by Wall St. Rank hold PAYX as of Q3 2024.

  • SWS Partners reported no remaining Paychex position as of Q3 2024 after selling out during the quarter.
  • SWS Partners sold 77 Paychex shares in Q3 2024, an estimated $9.13K.
  • SWS Partners first reported a position in Paychex in Q4 2017 and held it in 7 quarters.
  • SWS Partners's Paychex position peaked at $2.62M in Q3 2018.
  • 1,541 funds tracked by Wall St. Rank held Paychex as of Q3 2024.

Based on SWS Partners's 13F filing for Q3 2024, filed 15 Oct 2024.