Unique Wealth Strategies’s Paychex PAYX Stock Holding History

Unique Wealth Strategies’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	-8	Closed	-$982	–	536
2024 Q2	$982	Buy	+8	New	+$977	﹤0.01%	555

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

Unique Wealth Strategies's PAYX Position: Q3 2024 in Review

Unique Wealth Strategies sold out of Paychex (PAYX) in Q3 2024, closing a stake of 8 shares — an estimated $982 sold.

Unique Wealth Strategies first reported a position in PAYX in Q2 2024 and held it in 1 quarter. The position peaked at $982 in Q2 2024. 1,541 funds tracked by Wall St. Rank hold PAYX as of Q3 2024.

Unique Wealth Strategies reported no remaining Paychex position as of Q3 2024 after selling out during the quarter.
Unique Wealth Strategies sold 8 Paychex shares in Q3 2024, an estimated $982.
Unique Wealth Strategies first reported a position in Paychex in Q2 2024 and held it in 1 quarter.
Unique Wealth Strategies's Paychex position peaked at $982 in Q2 2024.
1,541 funds tracked by Wall St. Rank held Paychex as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.