IWS
PAYC icon

Insight Wealth Strategies’s Paycom PAYC Stock Holding History

Insight Wealth Strategies’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
2021
Q1 		– Sell
-3,637
Closed -$1.65M – 231
2020
Q4 		$1.65M Buy
+3,637
New +$1.45M 0.28% 50

Other funds holding PAYC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

Insight Wealth Strategies's PAYC Position: Q1 2021 in Review

Insight Wealth Strategies sold out of Paycom (PAYC) in Q1 2021, closing a stake of 3,637 shares — an estimated $1.65M sold.

Insight Wealth Strategies first reported a position in PAYC in Q4 2020 and held it in 1 quarter. The position peaked at $1.65M in Q4 2020. 628 funds tracked by Wall St. Rank hold PAYC as of Q1 2021.

  • Insight Wealth Strategies reported no remaining Paycom position as of Q1 2021 after selling out during the quarter.
  • Insight Wealth Strategies sold 3,637 Paycom shares in Q1 2021, an estimated $1.65M.
  • Insight Wealth Strategies first reported a position in Paycom in Q4 2020 and held it in 1 quarter.
  • Insight Wealth Strategies's Paycom position peaked at $1.65M in Q4 2020.
  • 628 funds tracked by Wall St. Rank held Paycom as of Q1 2021.

Based on Insight Wealth Strategies's 13F filing for Q1 2021, filed 12 May 2021.