Triad Wealth Partners’s Paychex PAYX Stock Holding History

Triad 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 Q3	–	Sell	-6	Closed	-$711	–	646
2024 Q2	$711	Buy	+6	New	+$733	﹤0.01%	906

Other funds holding PAYX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Triad Wealth Partners's PAYX Position: Q3 2024 in Review

Triad Wealth Partners sold out of Paychex (PAYX) in Q3 2024, closing a stake of 6 shares — an estimated $711 sold.

Triad Wealth Partners first reported a position in PAYX in Q2 2024 and held it in 1 quarter. The position peaked at $711 in Q2 2024. 1,541 funds tracked by Wall St. Rank hold PAYX as of Q3 2024.

Triad Wealth Partners reported no remaining Paychex position as of Q3 2024 after selling out during the quarter.
Triad Wealth Partners sold 6 Paychex shares in Q3 2024, an estimated $711.
Triad Wealth Partners first reported a position in Paychex in Q2 2024 and held it in 1 quarter.
Triad Wealth Partners's Paychex position peaked at $711 in Q2 2024.
1,541 funds tracked by Wall St. Rank held Paychex as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.