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WD Rutherford’s Paychex PAYX Stock Holding History

WD Rutherford’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
Q2 		– Sell
-1,965
Closed -$225K – 81
2023
Q1 		$225K Hold
1,965
– – 0.16% 74
2022
Q4 		$227K Sell
1,965
-540
-22% -$63.2K 0.18% 68
2022
Q3 		$281K Hold
2,505
– – 0.23% 66
2022
Q2 		$285K Hold
2,505
– – 0.22% 62
2022
Q1 		$342K Hold
2,505
– – 0.2% 62
2021
Q4 		$342K Hold
2,505
– – 0.17% 65
2021
Q3 		$282K Sell
2,505
-225
-8% -$25.3K 0.15% 66
2021
Q2 		$293K Buy
2,730
+175
+7% +$17.6K 0.16% 67
2021
Q1 		$250K Hold
2,555
– – 0.16% 72
2020
Q4 		$238K Buy
+2,555
New +$227K 0.15% 62

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

WD Rutherford's PAYX Position: Q2 2023 in Review

WD Rutherford sold out of Paychex (PAYX) in Q2 2023, closing a stake of 1,965 shares — an estimated $225K sold.

WD Rutherford first reported a position in PAYX in Q4 2020 and held it in 10 quarters. The position peaked at $342K in Q1 2022. 1,417 funds tracked by Wall St. Rank hold PAYX as of Q2 2023.

  • WD Rutherford reported no remaining Paychex position as of Q2 2023 after selling out during the quarter.
  • WD Rutherford sold 1,965 Paychex shares in Q2 2023, an estimated $225K.
  • WD Rutherford first reported a position in Paychex in Q4 2020 and held it in 10 quarters.
  • WD Rutherford's Paychex position peaked at $342K in Q1 2022.
  • 1,417 funds tracked by Wall St. Rank held Paychex as of Q2 2023.

Based on WD Rutherford's 13F filing for Q2 2023, filed 18 Jul 2023.