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B. Riley Wealth Management’s Paycom PAYC Stock Holding History

B. Riley 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
2021
Q4 		– Sell
-477
Closed -$236K – 679
2021
Q3 		$236K Buy
+477
New +$213K 0.02% 518
2019
Q3 		– Sell
-319
Closed -$73 – 421
2019
Q2 		$73 Buy
+319
New +$65.5K 0.01% 383

Other funds holding PAYC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

B. Riley Wealth Management's PAYC Position: Q4 2021 in Review

B. Riley Wealth Management sold out of Paycom (PAYC) in Q4 2021, closing a stake of 477 shares — an estimated $236K sold.

B. Riley Wealth Management first reported a position in PAYC in Q2 2019 and held it in 2 quarters. The position peaked at $236K in Q3 2021. 681 funds tracked by Wall St. Rank hold PAYC as of Q4 2021.

  • B. Riley Wealth Management reported no remaining Paycom position as of Q4 2021 after selling out during the quarter.
  • B. Riley Wealth Management sold 477 Paycom shares in Q4 2021, an estimated $236K.
  • B. Riley Wealth Management first reported a position in Paycom in Q2 2019 and held it in 2 quarters.
  • B. Riley Wealth Management's Paycom position peaked at $236K in Q3 2021.
  • 681 funds tracked by Wall St. Rank held Paycom as of Q4 2021.

Based on B. Riley Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.