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V Wealth Advisors’s Paychex PAYX Stock Holding History

V Wealth Advisors’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
2023
Q3 		$447K Sell
3,872
-4,763
-55% -$574K 0.36% 60
2023
Q2 		$966K Buy
8,635
+84
+1% +$9.19K 0.16% 126
2023
Q1 		$980K Sell
8,551
-391
-4% -$44.5K 0.18% 122
2022
Q4 		$1.03M Buy
8,942
+3,273
+58% +$383K 0.21% 107
2022
Q3 		$636K Sell
5,669
-92
-2% -$11.4K 0.13% 160
2022
Q2 		$656K Buy
5,761
+9
+0.2% +$1.13K 0.12% 183
2022
Q1 		$785K Buy
5,752
+507
+10% +$62.2K 0.13% 182
2021
Q4 		$716K Buy
5,245
+7
+0.1% +$865 0.11% 189
2021
Q3 		$589K Sell
5,238
-62
-1% -$6.96K 0.09% 233
2021
Q2 		$568K Buy
5,300
+9
+0.2% +$905 0.09% 247
2021
Q1 		$518K Buy
5,291
+7
+0.1% +$645 0.1% 242
2020
Q4 		$493K Buy
5,284
+1,414
+37% +$126K 0.1% 213
2020
Q3 		$309K Sell
3,870
-877
-18% -$65.9K 0.21% 126
2020
Q2 		$359K Sell
4,747
-1,619
-25% -$112K 0.09% 236
2020
Q1 		$400K Buy
6,366
+3,864
+154% +$309K 0.13% 178
2019
Q4 		$207K Hold
2,502
– – 0.07% 271
2019
Q3 		$207K Buy
+2,502
New +$208K 0.07% 271
2017
Q3 		– Sell
-853
Closed -$48K – 555
2017
Q2 		$48K Buy
+853
New +$50.1K 0.02% 326

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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return