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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
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)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Real Estate Etf (VNQ)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Whitehall Fds High Div Yld (VYM)
Schwab Strategic Tr Us Tips Etf (SCHP)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Russell 2000 Etf (IWM)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Ishares Biotech (IBB)
Apple (AAPL)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Pacific Capital Wealth Advisors

Top funds holding Paychex

Vanguard Group
Bank of New York Mellon
Wells Fargo & Company
Charles Schwab Investment Management
Bank of America Corporation
Legal & General Group
Goldman Sachs Group
Select Equity
Royal Bank of Canada
Barclays
Ubs Global Asset Management Americas
CalPERS
UBS Group
Dimensional Fund Advisors
Bahl & Gaynor

View all funds holding Paychex