Vigilare Wealth Management’s Paychex PAYX Stock Holding History

Vigilare 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
2025 Q2	–	Sell	-1,382	Closed	-$213K	–	127
2025 Q1	$213K	Buy	+1,382	New	+$203K	0.09%	97
2024 Q1	–	Sell	-2,070	Closed	-$247K	–	107
2023 Q4	$247K	Buy	2,070 +3	+0.1%	+$355	0.13%	88
2023 Q3	$238K	Buy	2,067 +3	+0.1%	+$362	0.15%	75
2023 Q2	$231K	Buy	2,064 +3	+0.1%	+$328	0.13%	85
2023 Q1	$236K	Buy	2,061 +3	+0.1%	+$341	0.13%	87
2022 Q4	$238K	Buy	2,058 +3	+0.1%	+$351	0.14%	90
2022 Q3	$231K	Sell	2,055 -609	-23%	-$75.5K	0.3%	87
2022 Q2	$303K	Sell	2,664 -395	-13%	-$49.6K	0.33%	74
2022 Q1	$417K	Sell	3,059 -226	-7%	-$27.7K	0.34%	70
2021 Q4	$448K	Buy	3,285 +53	+2%	+$6.55K	0.26%	98
2021 Q3	$363K	Sell	3,232 -267	-8%	-$30K	0.22%	123
2021 Q2	$375K	Buy	3,499 +151	+5%	+$15.2K	0.23%	120
2021 Q1	$328K	Buy	3,348 +898	+37%	+$82.7K	0.23%	117
2020 Q4	$228K	Buy	+2,450	New	+$218K	0.22%	118

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of New York Mellon

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return