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Axxcess Wealth Management’s Paycom PAYC Stock Holding History

Axxcess Wealth Management’s Portfolio PAYC Stock Details PAYC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,247
Closed -$208K – 908
2024
Q3 		$208K Buy
+1,247
New +$200K 0.01% 829

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Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $9.98B AUM 4.97% 1-Year Est. Return

Axxcess Wealth Management's PAYC Position: Q4 2024 in Review

Axxcess Wealth Management sold out of Paycom (PAYC) in Q4 2024, closing a stake of 1,247 shares — an estimated $208K sold.

Axxcess Wealth Management first reported a position in PAYC in Q3 2024 and held it in 1 quarter. The position peaked at $208K in Q3 2024. 707 funds tracked by Wall St. Rank hold PAYC as of Q4 2024.

  • Axxcess Wealth Management reported no remaining Paycom position as of Q4 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 1,247 Paycom shares in Q4 2024, an estimated $208K.
  • Axxcess Wealth Management first reported a position in Paycom in Q3 2024 and held it in 1 quarter.
  • Axxcess Wealth Management's Paycom position peaked at $208K in Q3 2024.
  • 707 funds tracked by Wall St. Rank held Paycom as of Q4 2024.

Based on Axxcess Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.