CWM
PYCR

Congress Wealth Management’s Paycor HCM, Inc. Common Stock PYCR Stock Holding History

Congress Wealth Management’s Portfolio PYCR Stock Details PYCR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-16,877
Closed -$239K – 938
2024
Q3 		$239K Buy
+16,877
New +$225K ﹤0.01% 786

Other funds holding PYCR

T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Congress Wealth Management's PYCR Position: Q4 2024 in Review

Congress Wealth Management sold out of Paycor HCM, Inc. Common Stock (PYCR) in Q4 2024, closing a stake of 16,877 shares — an estimated $239K sold.

Congress Wealth Management first reported a position in PYCR in Q3 2024 and held it in 1 quarter. The position peaked at $239K in Q3 2024. 204 funds tracked by Wall St. Rank hold PYCR as of Q4 2024.

  • Congress Wealth Management reported no remaining Paycor HCM, Inc. Common Stock position as of Q4 2024 after selling out during the quarter.
  • Congress Wealth Management sold 16,877 Paycor HCM, Inc. Common Stock shares in Q4 2024, an estimated $239K.
  • Congress Wealth Management first reported a position in Paycor HCM, Inc. Common Stock in Q3 2024 and held it in 1 quarter.
  • Congress Wealth Management's Paycor HCM, Inc. Common Stock position peaked at $239K in Q3 2024.
  • 204 funds tracked by Wall St. Rank held Paycor HCM, Inc. Common Stock as of Q4 2024.

Based on Congress Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.