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WealthPlan Investment Management’s Paychex PAYX Stock Holding History

WealthPlan Investment 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
2023
Q1 		– Sell
-2,656
Closed -$307K – 530
2022
Q4 		$307K Buy
2,656
+496
+23% +$58K 0.02% 311
2022
Q3 		$260K Buy
+2,160
New +$268K 0.02% 318
2022
Q1 		$274K Buy
+2,160
New +$265K 0.02% 330

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 America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
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

WealthPlan Investment Management's PAYX Position: Q1 2023 in Review

WealthPlan Investment Management sold out of Paychex (PAYX) in Q1 2023, closing a stake of 2,656 shares — an estimated $307K sold.

WealthPlan Investment Management first reported a position in PAYX in Q1 2022 and held it in 3 quarters. The position peaked at $307K in Q4 2022. 1,429 funds tracked by Wall St. Rank hold PAYX as of Q1 2023.

  • WealthPlan Investment Management reported no remaining Paychex position as of Q1 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 2,656 Paychex shares in Q1 2023, an estimated $307K.
  • WealthPlan Investment Management first reported a position in Paychex in Q1 2022 and held it in 3 quarters.
  • WealthPlan Investment Management's Paychex position peaked at $307K in Q4 2022.
  • 1,429 funds tracked by Wall St. Rank held Paychex as of Q1 2023.

Based on WealthPlan Investment Management's 13F filing for Q1 2023, filed 8 May 2023.