Winch Advisory Services’s Paychex PAYX Stock Holding History

Winch Advisory Services’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 Q4	–	Sell	-31	Closed	-$4K	–	455
2023 Q3	$4K	Sell	31 -38	-55%	-$4.58K	﹤0.01%	319
2023 Q2	$8K	Hold	69	–	–	﹤0.01%	273
2023 Q1	$8K	Buy	69 +1	+1%	+$114	﹤0.01%	269
2022 Q4	$8K	Hold	68	–	–	﹤0.01%	255
2022 Q3	$8K	Buy	68 +1	+1%	+$124	﹤0.01%	241
2022 Q2	$8K	Hold	67	–	–	﹤0.01%	253
2022 Q1	$9K	Hold	67	–	–	﹤0.01%	264
2021 Q4	$9K	Hold	67	–	–	﹤0.01%	274
2021 Q3	$8K	Hold	67	–	–	﹤0.01%	288
2021 Q2	$7K	Buy	67 +37	+123%	+$3.72K	﹤0.01%	307
2021 Q1	$3K	Hold	30	–	–	﹤0.01%	363
2020 Q4	$3K	Hold	30	–	–	﹤0.01%	348
2020 Q3	$2K	Hold	30	–	–	﹤0.01%	341
2020 Q2	$2K	Hold	30	–	–	﹤0.01%	340
2020 Q1	$2K	Sell	30 -10	-25%	-$799	﹤0.01%	291
2019 Q4	$3K	Buy	+40	New	+$3.37K	﹤0.01%	298
2019 Q3	–	Sell	-20	Closed	-$2K	–	407
2019 Q2	$2K	Buy	+20	New	+$1.69K	﹤0.01%	374
2016 Q1	–	Sell	-50	Closed	-$3K	–	268
2015 Q4	$3K	Buy	+50	New	+$2.61K	﹤0.01%	197
2015 Q2	–	Sell	-66	Closed	-$3K	–	332
2015 Q1	$3K	Buy	+66	New	+$3.21K	﹤0.01%	240
2014 Q4	–	Sell	-133	Closed	-$6K	–	143
2014 Q3	$6K	Hold	133	–	–	﹤0.01%	169
2014 Q2	$6K	Hold	133	–	–	﹤0.01%	193
2014 Q1	$6K	Buy	+133	New	+$5.64K	﹤0.01%	207

Other funds holding PAYX

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Winch Advisory Services's PAYX Position: Q4 2023 in Review

Winch Advisory Services sold out of Paychex (PAYX) in Q4 2023, closing a stake of 31 shares — an estimated $4K sold.

Winch Advisory Services first reported a position in PAYX in Q1 2014 and held it in 22 quarters. The position peaked at $9K in Q1 2022. 1,507 funds tracked by Wall St. Rank hold PAYX as of Q4 2023.

Winch Advisory Services reported no remaining Paychex position as of Q4 2023 after selling out during the quarter.
Winch Advisory Services sold 31 Paychex shares in Q4 2023, an estimated $4K.
Winch Advisory Services first reported a position in Paychex in Q1 2014 and held it in 22 quarters.
Winch Advisory Services's Paychex position peaked at $9K in Q1 2022.
1,507 funds tracked by Wall St. Rank held Paychex as of Q4 2023.

Based on Winch Advisory Services's 13F filing for Q4 2023, filed 18 Jan 2024.