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Wetzel Investment Advisors’s Paychex PAYX Stock Holding History

Wetzel Investment 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
Q3 		– Sell
-150
Closed -$18.4K – 669
2024
Q2 		$18.4K Hold
150
– – 0.01% 358
2024
Q1 		$17.7K Hold
150
– – 0.01% 397
2023
Q4 		$18K Buy
+150
New +$17.8K 0.01% 395

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
Charles Schwab
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wetzel Investment Advisors's PAYX Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Paychex (PAYX) in Q3 2024, closing a stake of 150 shares — an estimated $18.4K sold.

Wetzel Investment Advisors first reported a position in PAYX in Q4 2023 and held it in 3 quarters. The position peaked at $18.4K in Q2 2024. 1,541 funds tracked by Wall St. Rank hold PAYX as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Paychex position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 150 Paychex shares in Q3 2024, an estimated $18.4K.
  • Wetzel Investment Advisors first reported a position in Paychex in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Paychex position peaked at $18.4K in Q2 2024.
  • 1,541 funds tracked by Wall St. Rank held Paychex as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.