CFM Wealth Partners’s Paycom PAYC Stock Holding History

CFM Wealth Partners’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
2022 Q2	–	Sell	-791	Closed	-$274K	–	179
2022 Q1	$274K	Hold	791	–	–	0.07%	153
2021 Q4	$320K	Hold	791	–	–	0.07%	142
2021 Q3	$392K	Hold	791	–	–	0.1%	125
2021 Q2	$288K	Hold	791	–	–	0.08%	136
2021 Q1	$293K	Sell	791 -63	-7%	-$24.8K	0.09%	128
2020 Q4	$386K	Sell	854 -17	-2%	-$6.77K	0.12%	101
2020 Q3	$271K	Hold	871	–	–	0.1%	118
2020 Q2	$269K	Sell	871 -59	-6%	-$15.7K	0.1%	120
2020 Q1	$188K	Hold	930	–	–	0.09%	131
2019 Q4	$274K	Buy	+930	New	+$220K	0.1%	124

Other funds holding PAYC

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $9.98B AUM 4.97% 1-Year Est. Return

CFM Wealth Partners's PAYC Position: Q2 2022 in Review

CFM Wealth Partners sold out of Paycom (PAYC) in Q2 2022, closing a stake of 791 shares — an estimated $274K sold.

CFM Wealth Partners first reported a position in PAYC in Q4 2019 and held it in 10 quarters. The position peaked at $392K in Q3 2021. 647 funds tracked by Wall St. Rank hold PAYC as of Q2 2022.

CFM Wealth Partners reported no remaining Paycom position as of Q2 2022 after selling out during the quarter.
CFM Wealth Partners sold 791 Paycom shares in Q2 2022, an estimated $274K.
CFM Wealth Partners first reported a position in Paycom in Q4 2019 and held it in 10 quarters.
CFM Wealth Partners's Paycom position peaked at $392K in Q3 2021.
647 funds tracked by Wall St. Rank held Paycom as of Q2 2022.

Based on CFM Wealth Partners's 13F filing for Q2 2022, filed 12 Jul 2022.