WMA
PAYX icon

Wealth Management Associates’s Paychex PAYX Stock Holding History

Wealth Management Associates’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
2021
Q2 		– Sell
-2,199
Closed -$216K – 205
2021
Q1 		$216K Buy
2,199
+3
+0.1% +$276 0.14% 171
2020
Q4 		$205K Buy
+2,196
New +$195K 0.13% 172
2020
Q1 		– Sell
-3,276
Closed -$279K – 143
2019
Q4 		$279K Buy
3,276
+9
+0.3% +$759 0.2% 118
2019
Q3 		$270K Buy
+3,267
New +$272K 0.22% 110

Other funds holding PAYX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wealth Management Associates's PAYX Position: Q2 2021 in Review

Wealth Management Associates sold out of Paychex (PAYX) in Q2 2021, closing a stake of 2,199 shares — an estimated $216K sold.

Wealth Management Associates first reported a position in PAYX in Q3 2019 and held it in 4 quarters. The position peaked at $279K in Q4 2019. 1,239 funds tracked by Wall St. Rank hold PAYX as of Q2 2021.

  • Wealth Management Associates reported no remaining Paychex position as of Q2 2021 after selling out during the quarter.
  • Wealth Management Associates sold 2,199 Paychex shares in Q2 2021, an estimated $216K.
  • Wealth Management Associates first reported a position in Paychex in Q3 2019 and held it in 4 quarters.
  • Wealth Management Associates's Paychex position peaked at $279K in Q4 2019.
  • 1,239 funds tracked by Wall St. Rank held Paychex as of Q2 2021.

Based on Wealth Management Associates's 13F filing for Q2 2021, filed 28 May 2025.