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 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 $3.37T AUM 44.26% 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

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

V Wealth Advisors's PAYX Position: Q3 2023 in Review

V Wealth Advisors reduced its Paychex (PAYX) stake by 55% in Q3 2023, selling an estimated $574K and leaving 3,872 shares worth $447K. The position accounts for 0.36% of the portfolio, ranked #60.

V Wealth Advisors first reported a position in PAYX in Q2 2017 and has held it in 18 quarters since. The position peaked at $1.03M in Q4 2022. 1,443 funds tracked by Wall St. Rank hold PAYX as of Q3 2023.

V Wealth Advisors held 3,872 shares of Paychex worth $447K as of Q3 2023.
V Wealth Advisors sold 4,763 Paychex shares in Q3 2023, an estimated $574K.
Paychex made up 0.36% of V Wealth Advisors's portfolio in Q3 2023, its #60 holding.
V Wealth Advisors first reported a position in Paychex in Q2 2017 and has held it in 18 quarters since.
V Wealth Advisors's Paychex position peaked at $1.03M in Q4 2022.
1,443 funds tracked by Wall St. Rank held Paychex as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.