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Evermay Wealth Management’s Paycom PAYC Stock Holding History

Evermay 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
Q3 		– Sell
-300
Closed -$42.9K – 620
2024
Q2 		$42.9K Hold
300
– – 0.01% 360
2024
Q1 		$59.7K Hold
300
– – 0.01% 336
2023
Q4 		$62K Hold
300
– – 0.01% 307
2023
Q3 		$77.8K Hold
300
– – 0.02% 260
2023
Q2 		$96.4K Buy
+300
New +$88.5K 0.02% 250

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $9.98B AUM 4.97% 1-Year Est. Return

Evermay Wealth Management's PAYC Position: Q3 2024 in Review

Evermay Wealth Management sold out of Paycom (PAYC) in Q3 2024, closing a stake of 300 shares — an estimated $42.9K sold.

Evermay Wealth Management first reported a position in PAYC in Q2 2023 and held it in 5 quarters. The position peaked at $96.4K in Q2 2023. 668 funds tracked by Wall St. Rank hold PAYC as of Q3 2024.

  • Evermay Wealth Management reported no remaining Paycom position as of Q3 2024 after selling out during the quarter.
  • Evermay Wealth Management sold 300 Paycom shares in Q3 2024, an estimated $42.9K.
  • Evermay Wealth Management first reported a position in Paycom in Q2 2023 and held it in 5 quarters.
  • Evermay Wealth Management's Paycom position peaked at $96.4K in Q2 2023.
  • 668 funds tracked by Wall St. Rank held Paycom as of Q3 2024.

Based on Evermay Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.