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TrinityPoint Wealth’s Paychex PAYX Stock Holding History

TrinityPoint Wealth’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
Q4 		$678K Buy
4,832
+293
+6% +$41.6K 0.1% 195
2024
Q3 		$609K Sell
4,539
-515
-10% -$65.4K 0.09% 205
2024
Q2 		$599K Buy
5,054
+302
+6% +$36.9K 0.09% 192
2024
Q1 		$584K Buy
4,752
+571
+14% +$69.3K 0.1% 184
2023
Q4 		$498K Buy
4,181
+617
+17% +$73.1K 0.09% 190
2023
Q3 		$411K Buy
3,564
+680
+24% +$82K 0.08% 199
2023
Q2 		$323K Buy
+2,884
New +$315K 0.06% 217

Other funds holding PAYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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 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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TrinityPoint Wealth's PAYX Position: Q4 2024 in Review

TrinityPoint Wealth increased its Paychex (PAYX) stake by 6.5% in Q4 2024, buying an estimated $41.6K and bringing the position to 4,832 shares worth $678K. The position accounts for 0.1% of the portfolio, ranked #195.

TrinityPoint Wealth first reported a position in PAYX in Q2 2023 and has held it in 7 quarters since. 1,634 funds tracked by Wall St. Rank hold PAYX as of Q4 2024.

  • TrinityPoint Wealth held 4,832 shares of Paychex worth $678K as of Q4 2024.
  • TrinityPoint Wealth bought 293 Paychex shares in Q4 2024, an estimated $41.6K.
  • Paychex made up 0.1% of TrinityPoint Wealth's portfolio in Q4 2024, its #195 holding.
  • TrinityPoint Wealth first reported a position in Paychex in Q2 2023 and has held it in 7 quarters since.
  • 1,634 funds tracked by Wall St. Rank held Paychex as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.