CWM
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Congress Wealth Management’s Paycom PAYC Stock Holding History

Congress 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
Q2 		– Sell
-62,702
Closed -$12.5M – 732
2024
Q1 		$12.5M Buy
62,702
+11,517
+23% +$2.2M 0.22% 143
2023
Q4 		$10.6M Buy
51,185
+9,292
+22% +$1.96M 0.19% 151
2023
Q3 		$10.9M Sell
41,893
-29,398
-41% -$8.96M 0.22% 133
2023
Q2 		$22.9M Sell
71,291
-234
-0.3% -$69K 0.53% 40
2023
Q1 		$21.7M Buy
71,525
+2,190
+3% +$659K 0.52% 39
2022
Q4 		$21.5M Buy
69,335
+237
+0.3% +$76.5K 0.55% 43
2022
Q3 		$22.8M Buy
69,098
+3,077
+5% +$1.06M 0.61% 34
2022
Q2 		$18.5M Buy
66,021
+1,904
+3% +$562K 0.47% 48
2022
Q1 		$22.2M Buy
64,117
+5,061
+9% +$1.7M 0.49% 46
2021
Q4 		$24.5M Buy
+59,056
New +$28M 0.49% 51

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $9.98B AUM 4.97% 1-Year Est. Return