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Beaumont Financial Advisors’s Paycom PAYC Stock Holding History

Beaumont Financial Advisors’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
-1,845
Closed -$264K – 370
2024
Q2 		$264K Buy
1,845
+156
+9% +$26.7K 0.02% 293
2024
Q1 		$336K Buy
1,689
+525
+45% +$100K 0.03% 260
2023
Q4 		$241K Buy
1,164
+3
+0.3% +$634 0.02% 299
2023
Q3 		$301K Buy
1,161
+139
+14% +$42.4K 0.03% 244
2023
Q2 		$328K Buy
1,022
+3
+0.3% +$885 0.03% 253
2023
Q1 		$310K Hold
1,019
– – 0.03% 244
2022
Q4 		$316K Sell
1,019
-1
-0.1% -$323 0.03% 239
2022
Q3 		$337K Buy
1,020
+1
+0.1% +$344 0.03% 219
2022
Q2 		$285K Sell
1,019
-1
-0.1% -$295 0.03% 251
2022
Q1 		$354K Buy
1,020
+3
+0.3% +$1.01K 0.03% 253
2021
Q4 		$422K Hold
1,017
– – 0.03% 235
2021
Q3 		$504K Hold
1,017
– – 0.04% 201
2021
Q2 		$376K Sell
1,017
-1
-0.1% -$354 0.03% 258
2021
Q1 		$377K Buy
1,018
+1
+0.1% +$394 0.03% 236
2020
Q4 		$460K Buy
+1,017
New +$405K 0.04% 202

Other funds holding PAYC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $9.98B AUM 4.97% 1-Year Est. Return

Beaumont Financial Advisors's PAYC Position: Q3 2024 in Review

Beaumont Financial Advisors sold out of Paycom (PAYC) in Q3 2024, closing a stake of 1,845 shares — an estimated $264K sold.

Beaumont Financial Advisors first reported a position in PAYC in Q4 2020 and held it in 15 quarters. The position peaked at $504K in Q3 2021. 668 funds tracked by Wall St. Rank hold PAYC as of Q3 2024.

  • Beaumont Financial Advisors reported no remaining Paycom position as of Q3 2024 after selling out during the quarter.
  • Beaumont Financial Advisors sold 1,845 Paycom shares in Q3 2024, an estimated $264K.
  • Beaumont Financial Advisors first reported a position in Paycom in Q4 2020 and held it in 15 quarters.
  • Beaumont Financial Advisors's Paycom position peaked at $504K in Q3 2021.
  • 668 funds tracked by Wall St. Rank held Paycom as of Q3 2024.

Based on Beaumont Financial Advisors's 13F filing for Q3 2024, filed 9 Oct 2024.