Financial Synergies Wealth Advisors’s Paycom PAYC Stock Holding History

Financial Synergies 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
2024 Q2	–	Sell	-25	Closed	-$4.98K	–	341
2024 Q1	$4.98K	Hold	25	–	–	﹤0.01%	276
2023 Q4	$7.76K	Hold	25	–	–	﹤0.01%	197
2023 Q3	$6.48K	Hold	25	–	–	﹤0.01%	256
2023 Q2	$8.03K	Hold	25	–	–	﹤0.01%	238
2023 Q1	$7.6K	Hold	25	–	–	﹤0.01%	247
2022 Q4	$7.76K	Hold	25	–	–	﹤0.01%	197
2022 Q3	$8.25K	Hold	25	–	–	﹤0.01%	173
2022 Q2	$7K	Buy	+25	New	+$7.38K	﹤0.01%	184

Other funds holding PAYC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $14.5B AUM 5.7% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sylebra Capital Palo Alto, California $774M AUM 56.69% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Financial Synergies Wealth Advisors's PAYC Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Paycom (PAYC) in Q2 2024, closing a stake of 25 shares — an estimated $4.98K sold.

Financial Synergies Wealth Advisors first reported a position in PAYC in Q2 2022 and held it in 8 quarters. The position peaked at $8.25K in Q3 2022. 640 funds tracked by Wall St. Rank hold PAYC as of Q2 2024.

Financial Synergies Wealth Advisors reported no remaining Paycom position as of Q2 2024 after selling out during the quarter.
Financial Synergies Wealth Advisors sold 25 Paycom shares in Q2 2024, an estimated $4.98K.
Financial Synergies Wealth Advisors first reported a position in Paycom in Q2 2022 and held it in 8 quarters.
Financial Synergies Wealth Advisors's Paycom position peaked at $8.25K in Q3 2022.
640 funds tracked by Wall St. Rank held Paycom as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.