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Clearview Wealth Advisors’s Paycom PAYC Stock Holding History

Clearview Wealth 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
2023
Q3 		– Sell
-67
Closed -$21.5K – 464
2023
Q2 		$21.5K Hold
67
– – 0.02% 272
2023
Q1 		$20.4K Hold
67
– – 0.02% 274
2022
Q4 		$20.8K Hold
67
– – 0.02% 241
2022
Q3 		$22K Hold
67
– – 0.02% 246
2022
Q2 		$19K Hold
67
– – 0.01% 285
2022
Q1 		$23K Hold
67
– – 0.02% 284
2021
Q4 		$28K Sell
67
-60
-47% -$28.4K 0.02% 289
2021
Q3 		$63K Hold
127
– – 0.04% 217
2021
Q2 		$46K Hold
127
– – 0.03% 245
2021
Q1 		$47K Hold
127
– – 0.03% 233
2020
Q4 		$57K Buy
+127
New +$50.6K 0.04% 187

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Clearview Wealth Advisors's PAYC Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Paycom (PAYC) in Q3 2023, closing a stake of 67 shares — an estimated $21.5K sold.

Clearview Wealth Advisors first reported a position in PAYC in Q4 2020 and held it in 11 quarters. The position peaked at $63K in Q3 2021. 704 funds tracked by Wall St. Rank hold PAYC as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Paycom position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 67 Paycom shares in Q3 2023, an estimated $21.5K.
  • Clearview Wealth Advisors first reported a position in Paycom in Q4 2020 and held it in 11 quarters.
  • Clearview Wealth Advisors's Paycom position peaked at $63K in Q3 2021.
  • 704 funds tracked by Wall St. Rank held Paycom as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.