Wipfli Financial Advisors’s Paychex PAYX Stock Holding History

Wipfli 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
2022 Q3	$313K	Buy	+2,787	New	+$345K	0.02%	316

Other funds holding PAYX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wipfli Financial Advisors's PAYX Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Paychex (PAYX) in Q3 2022: 2,787 shares worth $313K. The stake represents 0.02% of the portfolio and ranks #316 among its holdings.

1,424 funds tracked by Wall St. Rank hold PAYX as of Q3 2022.

Wipfli Financial Advisors held 2,787 shares of Paychex worth $313K as of Q3 2022.
Paychex was a new Wipfli Financial Advisors position in Q3 2022.
Paychex made up 0.02% of Wipfli Financial Advisors's portfolio in Q3 2022, its #316 holding.
1,424 funds tracked by Wall St. Rank held Paychex as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.