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SYSTM Wealth Solutions’s Paychex PAYX Stock Holding History

SYSTM Wealth 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
Q3 		– Sell
-15,983
Closed -$1.89M – 472
2024
Q2 		$1.89M Sell
15,983
-6,475
-29% -$791K 0.42% 78
2024
Q1 		$2.76M Buy
22,458
+5,625
+33% +$683K 0.35% 83
2023
Q4 		$2M Buy
16,833
+2,506
+17% +$297K 0.28% 104
2023
Q3 		$1.65M Sell
14,327
-1,382
-9% -$167K 0.25% 111
2023
Q2 		$1.76M Buy
15,709
+5,399
+52% +$590K 0.24% 117
2023
Q1 		$1.18M Sell
10,310
-2,902
-22% -$330K 0.18% 154
2022
Q4 		$1.53M Buy
+13,212
New +$1.55M 0.19% 150

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

SYSTM Wealth Solutions's PAYX Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of Paychex (PAYX) in Q3 2024, closing a stake of 15,983 shares — an estimated $1.89M sold.

SYSTM Wealth Solutions first reported a position in PAYX in Q4 2022 and held it in 7 quarters. The position peaked at $2.76M in Q1 2024. 1,541 funds tracked by Wall St. Rank hold PAYX as of Q3 2024.

  • SYSTM Wealth Solutions reported no remaining Paychex position as of Q3 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 15,983 Paychex shares in Q3 2024, an estimated $1.89M.
  • SYSTM Wealth Solutions first reported a position in Paychex in Q4 2022 and held it in 7 quarters.
  • SYSTM Wealth Solutions's Paychex position peaked at $2.76M in Q1 2024.
  • 1,541 funds tracked by Wall St. Rank held Paychex as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.