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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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
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 America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return