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Jamison Private Wealth Management’s Paycom PAYC Stock Holding History

Jamison Private 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
-90
Closed -$12.8K – 486
2024
Q2 		$12.8K Hold
90
– – ﹤0.01% 311
2024
Q1 		$17.8K Buy
90
+1
+1% +$191 ﹤0.01% 302
2023
Q4 		$18.5K Hold
89
– – ﹤0.01% 280
2023
Q3 		$23.1K Buy
+89
New +$27.1K ﹤0.01% 263

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

Jamison Private Wealth Management's PAYC Position: Q3 2024 in Review

Jamison Private Wealth Management sold out of Paycom (PAYC) in Q3 2024, closing a stake of 90 shares — an estimated $12.8K sold.

Jamison Private Wealth Management first reported a position in PAYC in Q3 2023 and held it in 4 quarters. The position peaked at $23.1K in Q3 2023. 668 funds tracked by Wall St. Rank hold PAYC as of Q3 2024.

  • Jamison Private Wealth Management reported no remaining Paycom position as of Q3 2024 after selling out during the quarter.
  • Jamison Private Wealth Management sold 90 Paycom shares in Q3 2024, an estimated $12.8K.
  • Jamison Private Wealth Management first reported a position in Paycom in Q3 2023 and held it in 4 quarters.
  • Jamison Private Wealth Management's Paycom position peaked at $23.1K in Q3 2023.
  • 668 funds tracked by Wall St. Rank held Paycom as of Q3 2024.

Based on Jamison Private Wealth Management's 13F filing for Q3 2024, filed 15 Oct 2024.