Beaird Harris Wealth Management’s Paycom PAYC Stock Holding History

Beaird Harris 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 Q3	–	Sell	-12	Closed	-$1.72K	–	657
2024 Q2	$1.72K	Buy	12 +11	+1,100%	+$1.89K	﹤0.01%	552
2024 Q1	$200	Hold	1	–	–	﹤0.01%	612
2023 Q4	$207	Buy	+1	New	+$211	﹤0.01%	588
2023 Q1	–	Sell	-13	Closed	-$4.03K	–	671
2022 Q4	$4.03K	Buy	+13	New	+$4.2K	﹤0.01%	461

Other funds holding PAYC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Sylebra Capital Palo Alto, California $945M AUM 22.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

Beaird Harris Wealth Management's PAYC Position: Q3 2024 in Review

Beaird Harris Wealth Management sold out of Paycom (PAYC) in Q3 2024, closing a stake of 12 shares — an estimated $1.72K sold.

Beaird Harris Wealth Management first reported a position in PAYC in Q4 2022 and held it in 4 quarters. The position peaked at $4.03K in Q4 2022. 670 funds tracked by Wall St. Rank hold PAYC as of Q3 2024.

Beaird Harris Wealth Management reported no remaining Paycom position as of Q3 2024 after selling out during the quarter.
Beaird Harris Wealth Management sold 12 Paycom shares in Q3 2024, an estimated $1.72K.
Beaird Harris Wealth Management first reported a position in Paycom in Q4 2022 and held it in 4 quarters.
Beaird Harris Wealth Management's Paycom position peaked at $4.03K in Q4 2022.
670 funds tracked by Wall St. Rank held Paycom as of Q3 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2024, filed 2 Dec 2024.