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Taylor Hoffman Wealth Management’s Paychex PAYX Stock Holding History

Taylor Hoffman Wealth Management’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
Q2 		$4.48M Buy
38,327
+853
+2% +$104K 1.83% 18
2024
Q1 		$4.6M Buy
37,474
+894
+2% +$109K 1.95% 17
2023
Q4 		$4.36M Buy
36,580
+3,012
+9% +$357K 1.97% 18
2023
Q3 		$3.87M Buy
33,568
+83
+0.2% +$10K 1.99% 15
2023
Q2 		$3.75M Buy
33,485
+1,942
+6% +$212K 1.87% 16
2023
Q1 		$3.61M Buy
31,543
+2,177
+7% +$248K 1.98% 15
2022
Q4 		$3.39M Sell
29,366
-593
-2% -$69.4K 2.08% 14
2022
Q3 		$3.36M Sell
29,959
-350
-1% -$43.4K 1.76% 14
2022
Q2 		$3.53M Sell
30,309
-1,941
-6% -$244K 1.73% 12
2022
Q1 		$4.4M Sell
32,250
-138
-0.4% -$16.9K 1.76% 14
2021
Q4 		$4.42M Buy
32,388
+34
+0.1% +$4.2K 1.68% 15
2021
Q3 		$3.73M Buy
32,354
+741
+2% +$83.2K 1.6% 18
2021
Q2 		$3.39M Sell
31,613
-637
-2% -$64.1K 1.46% 21
2021
Q1 		$3.16M Buy
32,250
+795
+3% +$73.2K 1.45% 24
2020
Q4 		$2.93M Buy
31,455
+544
+2% +$48.3K 1.5% 20
2020
Q3 		$2.47M Buy
30,911
+13,770
+80% +$1.03M 1.45% 19
2020
Q2 		$1.3M Buy
+17,141
New +$1.19M 0.81% 43

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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

Taylor Hoffman Wealth Management's PAYX Position: Q2 2024 in Review

Taylor Hoffman Wealth Management increased its Paychex (PAYX) stake by 2.3% in Q2 2024, buying an estimated $104K and bringing the position to 38,327 shares worth $4.48M. The position accounts for 1.83% of the portfolio, ranked #18.

Taylor Hoffman Wealth Management first reported a position in PAYX in Q2 2020 and has held it in 17 quarters since. The position peaked at $4.6M in Q1 2024. 1,513 funds tracked by Wall St. Rank hold PAYX as of Q2 2024.

  • Taylor Hoffman Wealth Management held 38,327 shares of Paychex worth $4.48M as of Q2 2024.
  • Taylor Hoffman Wealth Management bought 853 Paychex shares in Q2 2024, an estimated $104K.
  • Paychex made up 1.83% of Taylor Hoffman Wealth Management's portfolio in Q2 2024, its #18 holding.
  • Taylor Hoffman Wealth Management first reported a position in Paychex in Q2 2020 and has held it in 17 quarters since.
  • Taylor Hoffman Wealth Management's Paychex position peaked at $4.6M in Q1 2024.
  • 1,513 funds tracked by Wall St. Rank held Paychex as of Q2 2024.

Based on Taylor Hoffman Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.