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USA Financial Formulas’s Paychex PAYX Stock Holding History

USA Financial Formulas’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
Q2 		– Sell
-836
Closed -$103K – 364
2024
Q1 		$103K Buy
836
+59
+8% +$7.16K 0.02% 206
2023
Q4 		$92.5K Buy
+777
New +$92.1K 0.02% 174
2020
Q4 		– Sell
-27
Closed -$2K – 391
2020
Q3 		$2K Hold
27
– – ﹤0.01% 223
2020
Q2 		$2K Buy
+27
New +$1.87K ﹤0.01% 128

Other funds holding PAYX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

USA Financial Formulas's PAYX Position: Q2 2024 in Review

USA Financial Formulas sold out of Paychex (PAYX) in Q2 2024, closing a stake of 836 shares — an estimated $103K sold.

USA Financial Formulas first reported a position in PAYX in Q2 2020 and held it in 4 quarters. The position peaked at $103K in Q1 2024. 1,515 funds tracked by Wall St. Rank hold PAYX as of Q2 2024.

  • USA Financial Formulas reported no remaining Paychex position as of Q2 2024 after selling out during the quarter.
  • USA Financial Formulas sold 836 Paychex shares in Q2 2024, an estimated $103K.
  • USA Financial Formulas first reported a position in Paychex in Q2 2020 and held it in 4 quarters.
  • USA Financial Formulas's Paychex position peaked at $103K in Q1 2024.
  • 1,515 funds tracked by Wall St. Rank held Paychex as of Q2 2024.

Based on USA Financial Formulas's 13F filing for Q2 2024, filed 12 Jul 2024.