Tyler-Stone Wealth Management’s Paychex PAYX Stock Holding History

Tyler-Stone 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 Q3	–	Sell	-65	Closed	-$7.71K	–	755
2024 Q2	$7.71K	Hold	65	–	–	﹤0.01%	693
2024 Q1	$7.98K	Sell	65 -77	-54%	-$9.35K	﹤0.01%	689
2023 Q4	$16.9K	Buy	142 +77	+118%	+$9.12K	0.01%	536
2023 Q3	$7K	Hold	65	–	–	﹤0.01%	672
2023 Q2	$7K	Buy	+65	New	+$7.11K	﹤0.01%	671
2022 Q4	$15K	Hold	130	–	–	0.01%	491
2022 Q3	$15K	Sell	130 -30	-19%	-$3.72K	0.01%	476
2022 Q2	$18K	Hold	160	–	–	0.01%	466
2022 Q1	$22K	Buy	160 +30	+23%	+$3.68K	0.01%	461
2021 Q4	$18K	Buy	+130	New	+$16.1K	0.01%	501

Other funds holding PAYX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Tyler-Stone Wealth Management's PAYX Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of Paychex (PAYX) in Q3 2024, closing a stake of 65 shares — an estimated $7.71K sold.

Tyler-Stone Wealth Management first reported a position in PAYX in Q4 2021 and held it in 10 quarters. The position peaked at $22K in Q1 2022. 1,543 funds tracked by Wall St. Rank hold PAYX as of Q3 2024.

Tyler-Stone Wealth Management reported no remaining Paychex position as of Q3 2024 after selling out during the quarter.
Tyler-Stone Wealth Management sold 65 Paychex shares in Q3 2024, an estimated $7.71K.
Tyler-Stone Wealth Management first reported a position in Paychex in Q4 2021 and held it in 10 quarters.
Tyler-Stone Wealth Management's Paychex position peaked at $22K in Q1 2022.
1,543 funds tracked by Wall St. Rank held Paychex as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.