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Tilia Fiduciary Partners’s Paychex PAYX Stock Holding History

Tilia Fiduciary 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
2023
Q3 		– Sell
-1,145
Closed -$128K – 357
2023
Q2 		$128K Hold
1,145
– – 0.11% 114
2023
Q1 		$131K Hold
1,145
– – 0.13% 116
2022
Q4 		$132K Hold
1,145
– – 0.13% 118
2022
Q3 		$124K Hold
1,145
– – 0.13% 120
2022
Q2 		$132K Hold
1,145
– – 0.13% 120
2022
Q1 		$156K Hold
1,145
– – 0.13% 121
2021
Q4 		$156K Buy
+1,145
New +$142K 0.13% 119

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 $427B AUM 29.17% 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 $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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Tilia Fiduciary Partners's PAYX Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of Paychex (PAYX) in Q3 2023, closing a stake of 1,145 shares — an estimated $128K sold.

Tilia Fiduciary Partners first reported a position in PAYX in Q4 2021 and held it in 7 quarters. The position peaked at $156K in Q1 2022. 1,443 funds tracked by Wall St. Rank hold PAYX as of Q3 2023.

  • Tilia Fiduciary Partners reported no remaining Paychex position as of Q3 2023 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 1,145 Paychex shares in Q3 2023, an estimated $128K.
  • Tilia Fiduciary Partners first reported a position in Paychex in Q4 2021 and held it in 7 quarters.
  • Tilia Fiduciary Partners's Paychex position peaked at $156K in Q1 2022.
  • 1,443 funds tracked by Wall St. Rank held Paychex as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.