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TFO Wealth Partners’s Paychex PAYX Stock Holding History

TFO Wealth 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
Q2 		– Sell
-191
Closed -$23.5K – 564
2024
Q1 		$23.5K Hold
191
– – ﹤0.01% 77
2023
Q4 		$22.8K Hold
191
– – ﹤0.01% 77
2023
Q3 		$21.4K Hold
191
– – ﹤0.01% 146
2023
Q2 		$21.4K Hold
191
– – ﹤0.01% 135
2023
Q1 		$21.9K Buy
191
+186
+3,720% +$21.2K ﹤0.01% 94
2022
Q4 		$84 Buy
+5
New +$585 ﹤0.01% 804

Other funds holding PAYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TFO Wealth Partners's PAYX Position: Q2 2024 in Review

TFO Wealth Partners sold out of Paychex (PAYX) in Q2 2024, closing a stake of 191 shares — an estimated $23.5K sold.

TFO Wealth Partners first reported a position in PAYX in Q4 2022 and held it in 6 quarters. The position peaked at $23.5K in Q1 2024. 1,514 funds tracked by Wall St. Rank hold PAYX as of Q2 2024.

  • TFO Wealth Partners reported no remaining Paychex position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 191 Paychex shares in Q2 2024, an estimated $23.5K.
  • TFO Wealth Partners first reported a position in Paychex in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Paychex position peaked at $23.5K in Q1 2024.
  • 1,514 funds tracked by Wall St. Rank held Paychex as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.