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Concord Wealth Partners’s Paycom PAYC Stock Holding History

Concord 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
2025
Q1 		– Sell
-6
Closed -$1.23K – 926
2024
Q4 		$1.23K Hold
6
– – ﹤0.01% 768
2024
Q3 		$999 Buy
+6
New +$960 ﹤0.01% 838
2023
Q4 		– Sell
-10
Closed -$2.59K – 960
2023
Q3 		$2.59K Hold
10
– – ﹤0.01% 834
2023
Q2 		$3.21K Hold
10
– – ﹤0.01% 798
2023
Q1 		$3.04K Hold
10
– – ﹤0.01% 750
2022
Q4 		$3.1K Buy
+10
New +$3.23K ﹤0.01% 859

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
Polen Capital Management
Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SC
Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return

Concord Wealth Partners's PAYC Position: Q1 2025 in Review

Concord Wealth Partners sold out of Paycom (PAYC) in Q1 2025, closing a stake of 6 shares — an estimated $1.23K sold.

Concord Wealth Partners first reported a position in PAYC in Q4 2022 and held it in 6 quarters. The position peaked at $3.21K in Q2 2023. 722 funds tracked by Wall St. Rank hold PAYC as of Q1 2025.

  • Concord Wealth Partners reported no remaining Paycom position as of Q1 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 6 Paycom shares in Q1 2025, an estimated $1.23K.
  • Concord Wealth Partners first reported a position in Paycom in Q4 2022 and held it in 6 quarters.
  • Concord Wealth Partners's Paycom position peaked at $3.21K in Q2 2023.
  • 722 funds tracked by Wall St. Rank held Paycom as of Q1 2025.

Based on Concord Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.