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Paychex shares owned by Pinnacle Wealth Planning Services

Quarter-by-quarter ownership of Paychex (PAYX) shares owned by Pinnacle Wealth Planning Services from 13F filings

Historical chart of Pinnacle Wealth Planning Services investment in Paychex

Tip: Access up to 7 years of quarterly data

All positions including Paychex held by Pinnacle Wealth Planning Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Paychex by Pinnacle Wealth Planning Services

Quarter filed Position value Share count Share price at filing
2023-12-31 $201k 1.7k 119.11
2022-09-30 $203k 1.8k 112.28
2022-06-30 $204k 1.8k 114.09
2022-03-31 $223k 1.6k 136.64
2021-12-31 $213k 1.6k 136.36
2020-12-31 $140k 1.6k 87.50

More positions owned by Pinnacle Wealth Planning Services

Vaneck Ig Floating Rate Etf Etf (FLTR)
Energy Transfer Equity L P Com Unit Ltd Partnership Stock (ET)
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)
Spdr Portfolio S&p 500 Value Etf Etf (SPYV)
Apple Stock (AAPL)
Microsoft Stock (MSFT)
Spdr Portfolio Aggregate Bond Etf Etf (SPAB)
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Amazon.com Stock (AMZN)
Fs Kkr Cap Corp Cef (FSK)
Nvidia Corp Stock (NVDA)
Spdr Doubleline Emerging Markets Fixed Income Etf Etf (EMTL)
Ishares Msci Eafe Value Index Etf Etf (EFV)
Ishares Aggregate Bond Etf Etf (AGG)

View all positions for Pinnacle Wealth Planning Services

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
CalPERS
Ubs Global Asset Management Americas
UBS Group
Dimensional Fund Advisors
Bahl & Gaynor

View all funds holding Paychex