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Paychex shares owned by Concurrent Investment Advisors

Quarter-by-quarter ownership of Paychex (PAYX) shares owned by Concurrent Investment Advisors from 13F filings

Historical chart of Concurrent Investment Advisors investment in Paychex

Tip: Access up to 7 years of quarterly data

All positions including Paychex held by Concurrent Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Paychex by Concurrent Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.7M 27k 134.19
2024-06-30 $3.0M 25k 118.56
2024-03-31 $3.3M 27k 122.80
2023-12-31 $3.1M 26k 119.11

More positions owned by Concurrent Investment Advisors

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit Call Option (SPY)
Microsoft Corporation Call Option (MSFT)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 20 Yr Tr Bd Etf Call Option (TLT)
Vanguard Index Fds Value Etf (VTV)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Us Aggbd Et (AGG)
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV)

View all positions for Concurrent Investment Advisors

Top funds holding Paychex

Vanguard Group
BlackRock
BlackRock
Capital Research and Management Company - Division 3
State Street Corporation
Bank of New York Mellon
Wells Fargo & Company
Charles Schwab Investment Management
Geode Capital Management
Bank of America Corporation
Morgan Stanley
Northern Trust
Invesco
Jpmorgan Chase & Co
Goldman Sachs Group

View all funds holding Paychex