Wells Financial Advisors’s Paychex PAYX Stock Holding History

Wells Financial 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
2024 Q4	–	Sell	-72	Closed	-$9.66K	–	94
2024 Q3	$9.66K	Buy	+72	New	+$9.14K	0.01%	77

Other funds holding PAYX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

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

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Financial Advisors's PAYX Position: Q4 2024 in Review

Wells Financial Advisors sold out of Paychex (PAYX) in Q4 2024, closing a stake of 72 shares — an estimated $9.66K sold.

Wells Financial Advisors first reported a position in PAYX in Q3 2024 and held it in 1 quarter. The position peaked at $9.66K in Q3 2024. 1,634 funds tracked by Wall St. Rank hold PAYX as of Q4 2024.

Wells Financial Advisors reported no remaining Paychex position as of Q4 2024 after selling out during the quarter.
Wells Financial Advisors sold 72 Paychex shares in Q4 2024, an estimated $9.66K.
Wells Financial Advisors first reported a position in Paychex in Q3 2024 and held it in 1 quarter.
Wells Financial Advisors's Paychex position peaked at $9.66K in Q3 2024.
1,634 funds tracked by Wall St. Rank held Paychex as of Q4 2024.

Based on Wells Financial Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.