WR Wealth Planners’s Paychex PAYX Stock Holding History

WR Wealth Planners’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	$32.4K	Sell	231 -10	-4%	-$1.42K	0.01%	374
2024 Q3	$32.3K	Buy	241 +19	+9%	+$2.41K	0.01%	407
2024 Q2	$26.3K	Sell	222 -175	-44%	-$21.4K	0.01%	408
2024 Q1	$48.8K	Buy	+397	New	+$48.2K	0.02%	337
2023 Q4	–	Sell	-374	Closed	-$43.1K	–	649
2023 Q3	$43.1K	Hold	374	–	–	0.02%	337
2023 Q2	$41.8K	Sell	374 -1	-0.3%	-$109	0.02%	339
2023 Q1	$43K	Buy	375 +188	+101%	+$21.4K	0.02%	339
2022 Q4	$21.6K	Hold	187	–	–	0.01%	212
2022 Q3	$21K	Hold	187	–	–	0.01%	201
2022 Q2	$21.3K	Hold	187	–	–	0.01%	218
2022 Q1	$25.5K	Buy	+187	New	+$23K	0.02%	207

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 $1.88B AUM 29.07% 1-Year Est. Return

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

WR Wealth Planners's PAYX Position: Q4 2024 in Review

WR Wealth Planners reduced its Paychex (PAYX) stake by 4.1% in Q4 2024, selling an estimated $1.42K and leaving 231 shares worth $32.4K. The position accounts for 0.01% of the portfolio, ranked #374.

WR Wealth Planners first reported a position in PAYX in Q1 2022 and has held it in 11 quarters since. The position peaked at $48.8K in Q1 2024. 1,635 funds tracked by Wall St. Rank hold PAYX as of Q4 2024.

WR Wealth Planners held 231 shares of Paychex worth $32.4K as of Q4 2024.
WR Wealth Planners sold 10 Paychex shares in Q4 2024, an estimated $1.42K.
Paychex made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #374 holding.
WR Wealth Planners first reported a position in Paychex in Q1 2022 and has held it in 11 quarters since.
WR Wealth Planners's Paychex position peaked at $48.8K in Q1 2024.
1,635 funds tracked by Wall St. Rank held Paychex as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.