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Paychex shares owned by Pacific Capital Wealth Advisors

Quarter-by-quarter ownership of Paychex (PAYX) shares owned by Pacific Capital Wealth Advisors from 13F filings

Historical chart of Pacific Capital Wealth Advisors investment in Paychex

Tip: Access up to 7 years of quarterly data

All positions including Paychex held by Pacific Capital Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Paychex by Pacific Capital Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $54k 404 134.19
2024-06-30 $48k 404 118.56
2024-03-31 $50k 404 122.80
2023-12-31 $48k 404 119.11
2020-09-30 $30k 372 80.65

More positions owned by Pacific Capital Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Ishares Biotech (IBB)
Apple (AAPL)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Pacific Capital Wealth 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